SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $34,541 | -10.6% | 1,542 | +1.3% | 0.00% | -50.0% |
| Q2 2022 | $38,628 | -49.4% | 1,522 | -44.6% | 0.00% | -33.3% |
| Q1 2022 | $76,312 | -5.5% | 2,748 | +0.8% | 0.00% | 0.0% |
| Q4 2021 | $80,715 | -2.3% | 2,725 | +0.6% | 0.00% | 0.0% |
| Q3 2021 | $82,601 | -6.9% | 2,710 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $88,743 | +9.7% | 2,699 | +6.0% | 0.00% | -25.0% |
| Q1 2021 | $80,912 | +25.9% | 2,546 | +21.5% | 0.00% | +33.3% |
| Q4 2020 | $64,242 | -3.7% | 2,096 | -16.0% | 0.00% | -25.0% |
| Q3 2020 | $66,739 | +10.3% | 2,494 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $60,485 | +22.1% | 2,484 | +3.8% | 0.00% | 0.0% |
| Q1 2020 | $49,532 | +58.2% | 2,394 | +109.3% | 0.00% | +100.0% |
| Q4 2019 | $31,311 | +136.0% | 1,144 | +116.7% | 0.00% | +100.0% |
| Q3 2019 | $13,269 | -48.4% | 528 | -46.1% | 0.00% | -50.0% |
| Q2 2019 | $25,715 | +107.3% | 980 | +105.5% | 0.00% | +100.0% |
| Q1 2019 | $12,407 | +1405.7% | 477 | +1262.9% | 0.00% | – |
| Q4 2018 | $824 | -97.2% | 35 | -97.0% | 0.00% | -100.0% |
| Q3 2018 | $29,849 | +81.5% | 1,161 | +82.8% | 0.00% | +50.0% |
| Q2 2018 | $16,448 | -12.8% | 635 | -3.3% | 0.00% | -33.3% |
| Q1 2018 | $18,864 | -50.0% | 657 | -51.4% | 0.00% | -50.0% |
| Q4 2017 | $37,755 | – | 1,351 | – | 0.01% | – |
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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% |