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 | $759,000 | +46.0% | 27,735 | +34.1% | 0.05% | +25.6% |
| Q3 2019 | $520,000 | -2.3% | 20,685 | +1.9% | 0.04% | -7.1% |
| Q2 2019 | $532,000 | +3.5% | 20,292 | +2.7% | 0.04% | -2.3% |
| Q1 2019 | $514,000 | +14.5% | 19,767 | +3.7% | 0.04% | +2.4% |
| Q4 2018 | $449,000 | +63.9% | 19,063 | +79.1% | 0.04% | +55.6% |
| Q3 2018 | $274,000 | +11.4% | 10,646 | +12.1% | 0.03% | +8.0% |
| Q2 2018 | $246,000 | +151.0% | 9,501 | +137.5% | 0.02% | +31.6% |
| Q2 2015 | $98,000 | +34.2% | 4,000 | +33.3% | 0.02% | +26.7% |
| Q1 2015 | $73,000 | – | 3,000 | – | 0.02% | – |
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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% |