SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 109 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $597,000 | +8.7% | 27,664 | +16.1% | 0.02% | 0.0% |
| Q3 2016 | $549,000 | +10.5% | 23,823 | +2.1% | 0.02% | +5.6% |
| Q2 2016 | $497,000 | +14.5% | 23,342 | +11.7% | 0.02% | 0.0% |
| Q1 2016 | $434,000 | -21.5% | 20,897 | -26.3% | 0.02% | -28.0% |
| Q4 2015 | $553,000 | +80.1% | 28,336 | +86.5% | 0.02% | +4.2% |
| Q3 2015 | $307,000 | -3.2% | 15,190 | +17.9% | 0.02% | +4.3% |
| Q2 2015 | $317,000 | +44.7% | 12,886 | +43.5% | 0.02% | +53.3% |
| Q1 2015 | $219,000 | +2090.0% | 8,980 | +2145.0% | 0.02% | +650.0% |
| Q3 2013 | $10,000 | – | 400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 2,310,263 | $60,090,000 | 27.06% |
| VALENTINE VENTURES LLC | 988,729 | $25,717,000 | 26.55% |
| COOPER/HAIMS ADVISORS, LLC | 750,775 | $19,528,000 | 12.44% |
| B & T Capital Management DBA Alpha Capital Management | 1,143,931 | $29,754,000 | 11.70% |
| Bogart Wealth, LLC | 900,138 | $23,412,000 | 11.29% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,784,548 | $44,400,000 | 10.68% |
| Live Your Vision, LLC | 990,115 | $26,634,000 | 8.08% |
| APPLETON GROUP, LLC | 311,295 | $8,097,000 | 7.80% |
| Northwest Capital Management Inc | 229,443 | $5,967,000 | 7.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 375,890 | $9,777,000 | 6.87% |