SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 216 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,524,000 | +4.4% | 93,802 | -3.6% | 0.02% | 0.0% |
| Q2 2017 | $2,417,000 | +31.3% | 97,256 | +26.6% | 0.02% | +25.0% |
| Q1 2017 | $1,841,000 | +60.2% | 76,817 | +44.2% | 0.01% | +50.0% |
| Q4 2016 | $1,149,000 | +39.6% | 53,278 | +49.2% | 0.01% | +14.3% |
| Q3 2016 | $823,000 | -15.0% | 35,709 | -21.5% | 0.01% | -12.5% |
| Q2 2016 | $968,000 | -20.5% | 45,466 | -22.4% | 0.01% | -27.3% |
| Q1 2016 | $1,217,000 | +1.2% | 58,604 | -4.9% | 0.01% | 0.0% |
| Q4 2015 | $1,203,000 | +6.6% | 61,640 | +10.5% | 0.01% | -8.3% |
| Q3 2015 | $1,128,000 | +44.8% | 55,768 | +76.1% | 0.01% | +50.0% |
| Q2 2015 | $779,000 | – | 31,674 | – | 0.01% | – |
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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% |