SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,171,534 | +1.4% | 48,936 | +4.3% | 0.32% | +2.3% |
| Q2 2023 | $1,155,711 | +115.8% | 46,923 | +114.8% | 0.31% | +103.3% |
| Q1 2023 | $535,588 | +55.9% | 21,843 | +50.5% | 0.15% | +47.6% |
| Q4 2022 | $343,637 | +47.5% | 14,518 | +39.8% | 0.10% | +30.4% |
| Q3 2022 | $233,000 | +142.7% | 10,386 | +228.9% | 0.08% | +163.3% |
| Q3 2021 | $96,000 | – | 3,158 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALENTINE VENTURES LLC | 966,669 | $25,365,000 | 26.47% |
| Hamilton Capital, LLC | 2,360,205 | $61,932,000 | 21.39% |
| Pension Partners, LLC | 601,523 | $15,784,329,000 | 19.13% |
| COOPER/HAIMS ADVISORS, LLC | 767,263 | $20,133,000 | 12.51% |
| B & T Capital Management DBA Alpha Capital Management | 1,161,562 | $30,479,000 | 11.50% |
| Holistic Financial Partners | 424,964 | $11,151,000 | 11.11% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 446,030 | $11,704,000 | 10.90% |
| Ironwood Wealth Management, LLC. | 390,240 | $10,240,000 | 7.84% |
| Northwest Capital Management Inc | 236,814 | $6,214,000 | 6.79% |
| MATHER GROUP, LLC. | 3,145,798 | $82,546,000 | 6.67% |