SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 109 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $287,000 | -6.5% | 13,300 | 0.0% | 0.07% | +9.0% |
Q3 2016 | $307,000 | +8.5% | 13,300 | 0.0% | 0.07% | +4.7% |
Q2 2016 | $283,000 | +2.5% | 13,300 | 0.0% | 0.06% | +18.5% |
Q1 2016 | $276,000 | +6.6% | 13,300 | 0.0% | 0.05% | +17.4% |
Q4 2015 | $259,000 | -3.7% | 13,300 | 0.0% | 0.05% | +2.2% |
Q3 2015 | $269,000 | -17.7% | 13,300 | 0.0% | 0.04% | -21.1% |
Q2 2015 | $327,000 | +0.9% | 13,300 | 0.0% | 0.06% | -3.4% |
Q1 2015 | $324,000 | +47.3% | 13,300 | +44.6% | 0.06% | +28.3% |
Q4 2014 | $220,000 | -6.0% | 9,200 | 0.0% | 0.05% | +2.2% |
Q3 2014 | $234,000 | -20.4% | 9,200 | -18.6% | 0.04% | -18.2% |
Q2 2014 | $294,000 | +6.9% | 11,300 | 0.0% | 0.06% | +5.8% |
Q1 2014 | $275,000 | – | 11,300 | – | 0.05% | – |
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% |