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 | $2,264,926 | -2.8% | 94,608 | 0.0% | 0.90% | -15.1% |
Q2 2023 | $2,330,206 | +2.1% | 94,608 | +1.6% | 1.06% | -6.9% |
Q1 2023 | $2,282,775 | +3.2% | 93,098 | -0.4% | 1.13% | -4.0% |
Q4 2022 | $2,211,600 | +56.5% | 93,435 | +48.2% | 1.18% | +27.3% |
Q3 2022 | $1,413,000 | -4.4% | 63,066 | +8.3% | 0.93% | -10.8% |
Q2 2022 | $1,478,000 | -14.3% | 58,216 | -6.3% | 1.04% | -12.8% |
Q1 2022 | $1,725,000 | +6.8% | 62,115 | +13.9% | 1.19% | -9.3% |
Q4 2021 | $1,615,000 | – | 54,529 | – | 1.31% | – |
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% |