SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,253,892 | +4.7% | 52,376 | +7.7% | 0.02% | +5.3% |
Q2 2023 | $1,197,917 | -5.3% | 48,637 | -5.7% | 0.02% | -13.6% |
Q1 2023 | $1,265,000 | +0.1% | 51,591 | -3.4% | 0.02% | -4.3% |
Q4 2022 | $1,263,934 | -2.2% | 53,398 | -7.4% | 0.02% | -14.8% |
Q3 2022 | $1,292,000 | -92.2% | 57,661 | -91.1% | 0.03% | -92.0% |
Q2 2022 | $16,536,000 | -15.5% | 651,535 | -7.5% | 0.34% | -6.6% |
Q1 2022 | $19,558,000 | +926.1% | 704,287 | +994.7% | 0.36% | +855.3% |
Q4 2021 | $1,906,000 | – | 64,336 | – | 0.04% | – |
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% |