SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,590 | -2.8% | 2,698 | 0.0% | 0.00% | – |
| Q2 2023 | $66,452 | +0.4% | 2,698 | 0.0% | 0.00% | – |
| Q1 2023 | $66,155 | +3.6% | 2,698 | 0.0% | 0.00% | – |
| Q4 2022 | $63,862 | +6.4% | 2,698 | 0.0% | 0.00% | – |
| Q3 2022 | $60,000 | -11.8% | 2,698 | 0.0% | 0.00% | – |
| Q2 2022 | $68,000 | -9.3% | 2,698 | 0.0% | 0.00% | – |
| Q1 2022 | $75,000 | -6.2% | 2,698 | 0.0% | 0.00% | – |
| Q4 2021 | $80,000 | -2.4% | 2,698 | 0.0% | 0.00% | – |
| Q3 2021 | $82,000 | -7.9% | 2,698 | 0.0% | 0.00% | – |
| Q2 2021 | $89,000 | -45.1% | 2,698 | -46.9% | 0.00% | – |
| Q1 2021 | $162,000 | +57.3% | 5,084 | +31.7% | 0.00% | – |
| Q3 2020 | $103,000 | +56.1% | 3,859 | +52.8% | 0.00% | – |
| Q2 2019 | $66,000 | -85.5% | 2,525 | -85.6% | 0.00% | – |
| Q1 2019 | $455,000 | +1097.4% | 17,500 | +1097.0% | 0.00% | – |
| Q3 2018 | $38,000 | +81.0% | 1,462 | +84.4% | 0.00% | – |
| Q2 2018 | $21,000 | – | 793 | – | 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% |