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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,986,000 | +159.9% | 71,504 | +127.9% | 0.00% | +100.0% |
| Q2 2020 | $764,000 | +132.9% | 31,378 | +97.7% | 0.00% | – |
| Q1 2020 | $328,000 | -20.0% | 15,868 | +6.0% | 0.00% | – |
| Q4 2019 | $410,000 | +15.5% | 14,963 | +6.0% | 0.00% | – |
| Q3 2019 | $355,000 | -69.2% | 14,121 | -67.9% | 0.00% | -100.0% |
| Q2 2019 | $1,154,000 | +0.1% | 43,945 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $1,153,000 | -73.1% | 44,318 | -75.7% | 0.00% | -75.0% |
| Q4 2018 | $4,286,000 | -19.3% | 182,146 | -11.8% | 0.00% | -20.0% |
| Q3 2018 | $5,310,000 | +2.9% | 206,517 | +3.6% | 0.01% | 0.0% |
| Q2 2018 | $5,162,000 | -15.9% | 199,382 | -6.8% | 0.01% | -16.7% |
| Q1 2018 | $6,138,000 | – | 213,854 | – | 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% |