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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $254,000 | -8.6% | 10,000 | 0.0% | 0.03% | +10.7% |
| Q1 2022 | $278,000 | -6.1% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $296,000 | -3.0% | 10,000 | 0.0% | 0.03% | -12.5% |
| Q3 2021 | $305,000 | -7.3% | 10,000 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $329,000 | +3.5% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $318,000 | +3.6% | 10,000 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $307,000 | +14.6% | 10,000 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $268,000 | +9.8% | 10,000 | 0.0% | 0.03% | +3.0% |
| Q2 2020 | $244,000 | +17.9% | 10,000 | 0.0% | 0.03% | +3.1% |
| Q1 2020 | $207,000 | -24.5% | 10,000 | 0.0% | 0.03% | -3.0% |
| Q4 2019 | $274,000 | +9.2% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $251,000 | -4.2% | 10,000 | 0.0% | 0.03% | -5.7% |
| Q2 2019 | $262,000 | +0.8% | 10,000 | 0.0% | 0.04% | +2.9% |
| Q1 2019 | $260,000 | +10.6% | 10,000 | 0.0% | 0.03% | +9.7% |
| Q4 2018 | $235,000 | -8.6% | 10,000 | 0.0% | 0.03% | +6.9% |
| Q3 2018 | $257,000 | -0.8% | 10,000 | -0.2% | 0.03% | -6.5% |
| Q2 2018 | $259,000 | -9.8% | 10,016 | 0.0% | 0.03% | -11.4% |
| Q1 2018 | $287,000 | +2.5% | 10,016 | 0.0% | 0.04% | +2.9% |
| Q4 2017 | $280,000 | +4.1% | 10,016 | +0.2% | 0.03% | -5.6% |
| Q3 2017 | $269,000 | +8.0% | 10,000 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $249,000 | +3.8% | 10,000 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $240,000 | +11.1% | 10,000 | 0.0% | 0.04% | -5.3% |
| Q4 2016 | $216,000 | -6.5% | 10,000 | 0.0% | 0.04% | -7.3% |
| Q3 2016 | $231,000 | +8.5% | 10,000 | 0.0% | 0.04% | +7.9% |
| Q2 2016 | $213,000 | +2.4% | 10,000 | 0.0% | 0.04% | +2.7% |
| Q1 2016 | $208,000 | +6.7% | 10,000 | 0.0% | 0.04% | +5.7% |
| Q4 2015 | $195,000 | -3.5% | 10,000 | 0.0% | 0.04% | -10.3% |
| Q3 2015 | $202,000 | -17.9% | 10,000 | 0.0% | 0.04% | -9.3% |
| Q2 2015 | $246,000 | +0.8% | 10,000 | 0.0% | 0.04% | -2.3% |
| Q1 2015 | $244,000 | +2.1% | 10,000 | 0.0% | 0.04% | 0.0% |
| Q4 2014 | $239,000 | +9.6% | 10,000 | +16.3% | 0.04% | +7.3% |
| Q3 2014 | $218,000 | +10800.0% | 8,600 | +12547.1% | 0.04% | – |
| Q1 2014 | $2,000 | -95.9% | 68 | -96.6% | 0.00% | -100.0% |
| Q4 2013 | $49,000 | – | 2,000 | – | 0.01% | – |
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% |