SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $223,000 | +9.9% | 8,156 | +1.0% | 0.03% | +3.1% |
| Q3 2019 | $203,000 | -1.0% | 8,074 | +3.3% | 0.03% | 0.0% |
| Q2 2019 | $205,000 | -47.3% | 7,814 | -60.8% | 0.03% | -66.3% |
| Q4 2015 | $389,000 | -0.8% | 19,919 | +2.7% | 0.10% | -6.9% |
| Q3 2015 | $392,000 | -17.3% | 19,398 | +0.6% | 0.10% | -10.5% |
| Q2 2015 | $474,000 | +3.7% | 19,287 | +2.9% | 0.11% | +5.6% |
| Q1 2015 | $457,000 | +8.3% | 18,746 | +6.2% | 0.11% | -6.1% |
| Q4 2014 | $422,000 | -2.3% | 17,654 | +3.7% | 0.12% | -4.2% |
| Q3 2014 | $432,000 | -4.4% | 17,022 | -2.0% | 0.12% | -5.5% |
| Q2 2014 | $452,000 | -3.6% | 17,365 | -9.9% | 0.13% | -11.2% |
| Q1 2014 | $469,000 | -0.2% | 19,274 | +1.0% | 0.14% | -4.0% |
| Q4 2013 | $470,000 | +4.0% | 19,090 | +3.8% | 0.15% | -4.5% |
| Q3 2013 | $452,000 | +21.2% | 18,395 | +15.0% | 0.16% | +10.6% |
| Q2 2013 | $373,000 | – | 15,989 | – | 0.14% | – |
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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% |