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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,907 | -0.0% | 12,152 | +2.9% | 0.01% | 0.0% |
| Q2 2023 | $291,004 | -25.9% | 11,815 | -26.2% | 0.01% | -26.7% |
| Q1 2023 | $392,666 | +276425.4% | 16,014 | +166.5% | 0.02% | +87.5% |
| Q4 2022 | $142 | -98.7% | 6,010 | +1099.6% | 0.01% | +700.0% |
| Q3 2022 | $11,000 | -96.7% | 501 | -96.1% | 0.00% | -92.9% |
| Q2 2022 | $329,000 | -44.1% | 12,958 | -38.9% | 0.01% | -12.5% |
| Q1 2022 | $589,000 | +24.8% | 21,206 | +33.0% | 0.02% | +60.0% |
| Q4 2021 | $472,000 | +12.9% | 15,941 | +16.2% | 0.01% | -9.1% |
| Q3 2021 | $418,000 | -12.6% | 13,715 | -5.6% | 0.01% | -15.4% |
| Q2 2021 | $478,000 | +592.8% | 14,525 | +5.9% | 0.01% | +550.0% |
| Q1 2021 | $69,000 | – | 13,713 | – | 0.00% | – |
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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% |