SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $104,233 | +9.1% | 4,354 | +12.2% | 0.01% | 0.0% |
Q2 2023 | $95,581 | -15.9% | 3,881 | -16.2% | 0.01% | -16.7% |
Q1 2023 | $113,590 | -32.1% | 4,633 | -34.5% | 0.01% | -40.0% |
Q4 2022 | $167,357 | +45.5% | 7,070 | +55.7% | 0.01% | +25.0% |
Q3 2022 | $115,000 | 0.0% | 4,542 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $115,000 | -14.2% | 4,542 | +0.3% | 0.01% | 0.0% |
Q4 2021 | $134,000 | -96.3% | 4,530 | -96.2% | 0.01% | -93.0% |
Q3 2021 | $3,591,000 | +2.3% | 117,811 | +10.4% | 0.12% | +2.7% |
Q2 2021 | $3,509,000 | +13.6% | 106,714 | +9.8% | 0.11% | +0.9% |
Q1 2021 | $3,088,000 | – | 97,170 | – | 0.11% | – |
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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% |