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 | $324,000 | +12.5% | 11,826 | +3.3% | 0.06% | +1.6% |
| Q3 2019 | $288,000 | -7.1% | 11,451 | -3.0% | 0.06% | -11.4% |
| Q2 2019 | $310,000 | +13.6% | 11,801 | +12.4% | 0.07% | +9.4% |
| Q1 2019 | $273,000 | +16.7% | 10,501 | +5.8% | 0.06% | +6.7% |
| Q4 2018 | $234,000 | 0.0% | 9,925 | +9.2% | 0.06% | +13.2% |
| Q3 2018 | $234,000 | -17.3% | 9,087 | -16.9% | 0.05% | -24.3% |
| Q2 2018 | $283,000 | -16.8% | 10,931 | -7.6% | 0.07% | -17.6% |
| Q1 2018 | $340,000 | +7.6% | 11,831 | +4.7% | 0.08% | +4.9% |
| Q4 2017 | $316,000 | +6.8% | 11,303 | +2.7% | 0.08% | +1.2% |
| Q3 2017 | $296,000 | +20.8% | 11,005 | +11.7% | 0.08% | +14.3% |
| Q2 2017 | $245,000 | – | 9,855 | – | 0.07% | – |
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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% |