SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 244 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,039,000 | +5.7% | 37,969 | -2.9% | 0.12% | -5.6% |
| Q3 2019 | $983,000 | +0.2% | 39,109 | +4.6% | 0.13% | -3.1% |
| Q2 2019 | $981,000 | +7.0% | 37,402 | +6.1% | 0.13% | +2.4% |
| Q1 2019 | $917,000 | +22.9% | 35,257 | +11.2% | 0.13% | +8.5% |
| Q4 2018 | $746,000 | -11.9% | 31,704 | -3.8% | 0.12% | -7.1% |
| Q3 2018 | $847,000 | +0.7% | 32,954 | +1.5% | 0.13% | -3.1% |
| Q2 2018 | $841,000 | -6.7% | 32,482 | +0.7% | 0.13% | -8.5% |
| Q4 2017 | $901,000 | +89.7% | 32,241 | +82.6% | 0.14% | +82.1% |
| Q3 2017 | $475,000 | +5.1% | 17,658 | -2.9% | 0.08% | -1.3% |
| Q2 2017 | $452,000 | -0.2% | 18,178 | -3.8% | 0.08% | -3.7% |
| Q1 2017 | $453,000 | +30.5% | 18,903 | +17.6% | 0.08% | +22.4% |
| Q4 2016 | $347,000 | – | 16,076 | – | 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% |