SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $463,000 | +2.4% | 16,920 | -6.0% | 0.05% | -5.3% |
| Q3 2019 | $452,000 | -7.8% | 18,005 | -3.5% | 0.06% | -26.0% |
| Q2 2019 | $490,000 | -3.5% | 18,665 | -4.4% | 0.08% | -6.1% |
| Q1 2019 | $508,000 | -26.7% | 19,531 | -33.7% | 0.08% | -33.3% |
| Q4 2018 | $693,000 | -20.3% | 29,471 | -12.9% | 0.12% | -8.9% |
| Q3 2018 | $870,000 | -3.9% | 33,834 | -3.2% | 0.14% | -6.9% |
| Q2 2018 | $905,000 | -0.8% | 34,937 | +9.9% | 0.14% | -8.2% |
| Q1 2018 | $912,000 | +42.7% | 31,783 | +39.1% | 0.16% | +47.7% |
| Q4 2017 | $639,000 | +46.2% | 22,853 | +40.6% | 0.11% | +40.8% |
| Q3 2017 | $437,000 | +35.3% | 16,250 | +24.9% | 0.08% | +31.0% |
| Q2 2017 | $323,000 | – | 13,015 | – | 0.06% | – |
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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% |