SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,759 | -11.5% | 8,151 | -11.9% | 0.12% | -14.9% |
| Q1 2023 | $226,884 | -3.7% | 9,253 | -7.1% | 0.14% | -8.4% |
| Q4 2022 | $235,659 | -23.5% | 9,956 | -27.6% | 0.15% | -30.9% |
| Q3 2022 | $308,000 | -11.7% | 13,743 | 0.0% | 0.22% | -7.1% |
| Q2 2022 | $349,000 | -9.6% | 13,743 | -1.2% | 0.24% | +0.4% |
| Q1 2022 | $386,000 | -8.1% | 13,914 | -1.9% | 0.24% | -8.1% |
| Q4 2021 | $420,000 | -5.4% | 14,182 | -2.7% | 0.26% | -20.7% |
| Q3 2021 | $444,000 | -16.4% | 14,572 | -9.8% | 0.33% | +32.8% |
| Q2 2021 | $531,000 | -18.6% | 16,156 | -21.2% | 0.25% | -31.0% |
| Q1 2021 | $652,000 | – | 20,510 | – | 0.36% | – |
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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% |