SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,456,049 | -3.9% | 60,821 | -1.2% | 0.33% | -3.0% |
Q2 2023 | $1,515,700 | +0.2% | 61,539 | -0.2% | 0.34% | -5.1% |
Q1 2023 | $1,512,511 | +1.6% | 61,685 | -1.9% | 0.35% | -4.6% |
Q4 2022 | $1,488,958 | -18.9% | 62,905 | -23.2% | 0.37% | -34.9% |
Q3 2022 | $1,835,000 | +4.6% | 81,938 | +18.6% | 0.57% | +5.9% |
Q2 2022 | $1,754,000 | -0.3% | 69,090 | +16.3% | 0.54% | +11.4% |
Q4 2021 | $1,760,000 | +1.4% | 59,415 | +4.3% | 0.48% | -6.0% |
Q3 2021 | $1,736,000 | – | 56,962 | – | 0.51% | – |
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% |