SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $374,000 | -24.4% | 18,085 | 0.0% | 0.11% | -9.8% |
| Q4 2019 | $495,000 | +4.7% | 18,085 | -4.0% | 0.12% | +0.8% |
| Q3 2019 | $473,000 | -17.6% | 18,835 | -13.8% | 0.12% | -16.6% |
| Q2 2019 | $574,000 | +0.9% | 21,860 | 0.0% | 0.14% | -0.7% |
| Q1 2019 | $569,000 | +10.7% | 21,860 | 0.0% | 0.15% | +2.1% |
| Q4 2018 | $514,000 | -84.6% | 21,860 | -83.2% | 0.14% | -83.0% |
| Q3 2018 | $3,337,000 | – | 129,790 | – | 0.84% | – |
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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% |