SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $142 | -19.3% | 5,950 | -16.7% | 0.10% | -16.9% |
| Q2 2023 | $176 | +22.2% | 7,147 | +21.1% | 0.12% | +20.4% |
| Q1 2023 | $144 | -15.3% | 5,900 | -18.0% | 0.10% | -22.0% |
| Q4 2022 | $170 | -99.8% | 7,198 | +122.0% | 0.13% | +109.5% |
| Q3 2022 | $72,000 | -62.3% | 3,242 | -57.4% | 0.06% | -59.6% |
| Q2 2022 | $191,000 | +1.6% | 7,602 | +12.1% | 0.16% | +12.2% |
| Q1 2022 | $188,000 | +18700.0% | 6,784 | +12463.0% | 0.14% | +13800.0% |
| Q4 2021 | $1,000 | – | 54 | – | 0.00% | – |
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% |