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 | $57,049 | +8.9% | 2,383 | +12.0% | 0.01% | +11.1% |
| Q2 2023 | $52,388 | +25.2% | 2,127 | +24.7% | 0.01% | +28.6% |
| Q1 2023 | $41,831 | +6.0% | 1,706 | +2.3% | 0.01% | -12.5% |
| Q4 2022 | $39,458 | -29.5% | 1,667 | -33.5% | 0.01% | -20.0% |
| Q3 2022 | $56,000 | +1.8% | 2,508 | +16.4% | 0.01% | 0.0% |
| Q2 2022 | $55,000 | +816.7% | 2,155 | +956.4% | 0.01% | +233.3% |
| Q4 2021 | $6,000 | – | 204 | – | 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% |