SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $280 | -99.9% | 11,812 | -1.2% | 0.01% | -12.5% |
Q3 2022 | $268,000 | -16.0% | 11,956 | -4.9% | 0.01% | 0.0% |
Q2 2022 | $319,000 | -8.3% | 12,571 | +0.2% | 0.01% | 0.0% |
Q1 2022 | $348,000 | -7.7% | 12,541 | -1.4% | 0.01% | 0.0% |
Q4 2021 | $377,000 | -2.8% | 12,724 | +0.0% | 0.01% | -11.1% |
Q3 2021 | $388,000 | -4.9% | 12,718 | +2.4% | 0.01% | -10.0% |
Q2 2021 | $408,000 | +17.2% | 12,418 | +13.3% | 0.01% | +11.1% |
Q1 2021 | $348,000 | +1.8% | 10,957 | -1.7% | 0.01% | 0.0% |
Q4 2020 | $342,000 | +17.9% | 11,149 | +2.7% | 0.01% | 0.0% |
Q3 2020 | $290,000 | +9.8% | 10,855 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $264,000 | -7.4% | 10,855 | -21.3% | 0.01% | -18.2% |
Q1 2020 | $285,000 | -41.0% | 13,790 | -21.8% | 0.01% | -26.7% |
Q4 2019 | $483,000 | +13.9% | 17,632 | +4.4% | 0.02% | +7.1% |
Q3 2019 | $424,000 | +0.5% | 16,887 | +5.1% | 0.01% | 0.0% |
Q2 2019 | $422,000 | 0.0% | 16,068 | -0.9% | 0.01% | -6.7% |
Q1 2019 | $422,000 | +19.5% | 16,214 | +8.0% | 0.02% | +7.1% |
Q4 2018 | $353,000 | -9.9% | 15,014 | -1.5% | 0.01% | +7.7% |
Q3 2018 | $392,000 | -0.3% | 15,240 | +0.4% | 0.01% | -13.3% |
Q2 2018 | $393,000 | -7.3% | 15,185 | +2.8% | 0.02% | -6.2% |
Q1 2018 | $424,000 | +4.4% | 14,777 | +1.6% | 0.02% | +6.7% |
Q4 2017 | $406,000 | +4.1% | 14,542 | +0.4% | 0.02% | +7.1% |
Q3 2017 | $390,000 | +8.9% | 14,485 | +0.5% | 0.01% | 0.0% |
Q2 2017 | $358,000 | +4.4% | 14,420 | +0.9% | 0.01% | +7.7% |
Q1 2017 | $343,000 | +11.4% | 14,296 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $308,000 | -6.7% | 14,296 | 0.0% | 0.01% | -7.1% |
Q3 2016 | $330,000 | +8.2% | 14,296 | -0.2% | 0.01% | +7.7% |
Q2 2016 | $305,000 | +2.7% | 14,321 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $297,000 | +14.2% | 14,321 | +7.6% | 0.01% | +18.2% |
Q4 2015 | $260,000 | -3.3% | 13,306 | +0.0% | 0.01% | -8.3% |
Q3 2015 | $269,000 | – | 13,301 | – | 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% |