SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $65,308 | +241.7% | 2,728 | +251.5% | 0.00% | – |
Q2 2023 | $19,113 | +238.9% | 776 | +237.4% | 0.00% | – |
Q1 2023 | $5,640 | -80.8% | 230 | -81.5% | 0.00% | – |
Q4 2022 | $29,398 | +96.0% | 1,242 | +85.9% | 0.00% | – |
Q3 2022 | $15,000 | -31.8% | 668 | -22.8% | 0.00% | – |
Q2 2022 | $22,000 | -68.1% | 865 | -65.1% | 0.00% | – |
Q1 2022 | $69,000 | +68.3% | 2,481 | +79.4% | 0.00% | – |
Q4 2021 | $41,000 | +925.0% | 1,383 | +1072.0% | 0.00% | – |
Q3 2021 | $4,000 | +100.0% | 118 | +73.5% | 0.00% | – |
Q2 2021 | $2,000 | -91.7% | 68 | -91.1% | 0.00% | – |
Q1 2021 | $24,000 | +118.2% | 764 | +109.9% | 0.00% | – |
Q4 2020 | $11,000 | -59.3% | 364 | -64.6% | 0.00% | – |
Q3 2020 | $27,000 | -89.2% | 1,027 | -90.0% | 0.00% | – |
Q2 2020 | $250,000 | +6.4% | 10,250 | -9.9% | 0.00% | – |
Q1 2020 | $235,000 | +5775.0% | 11,379 | +7536.9% | 0.00% | – |
Q4 2019 | $4,000 | +300.0% | 149 | +547.8% | 0.00% | – |
Q3 2019 | $1,000 | -85.7% | 23 | -90.9% | 0.00% | – |
Q2 2019 | $7,000 | – | 252 | +2420.0% | 0.00% | – |
Q1 2019 | $0 | -100.0% | 10 | -100.0% | 0.00% | -100.0% |
Q4 2018 | $2,358,000 | -8.4% | 100,207 | +0.0% | 0.00% | 0.0% |
Q3 2018 | $2,575,000 | -0.6% | 100,171 | +0.1% | 0.00% | 0.0% |
Q2 2018 | $2,591,000 | -9.8% | 100,090 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $2,873,000 | +105.2% | 100,090 | +99.8% | 0.00% | +100.0% |
Q4 2017 | $1,400,000 | +3.9% | 50,090 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $1,348,000 | +8.3% | 50,090 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $1,245,000 | +0.3% | 50,090 | -3.3% | 0.00% | 0.0% |
Q1 2017 | $1,241,000 | +14.9% | 51,790 | +3.4% | 0.00% | 0.0% |
Q4 2016 | $1,080,000 | -6.5% | 50,090 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $1,155,000 | +8.3% | 50,090 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $1,066,000 | +2.5% | 50,090 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $1,040,000 | +6.4% | 50,090 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $977,000 | -3.6% | 50,090 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $1,013,000 | -17.7% | 50,090 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $1,231,000 | +73.9% | 50,090 | +72.4% | 0.00% | 0.0% |
Q1 2015 | $708,000 | +18.4% | 29,047 | +16.2% | 0.00% | 0.0% |
Q4 2014 | $598,000 | -5.8% | 25,000 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $635,000 | +388.5% | 25,000 | +400.0% | 0.00% | – |
Q2 2014 | $130,000 | – | 5,000 | +499900.0% | 0.00% | – |
Q1 2014 | $0 | – | 1 | – | 0.00% | – |
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% |