SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 80 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $26,634,000 | +7.2% | 990,115 | -2.2% | 8.08% | -3.3% |
| Q4 2018 | $24,846,000 | -6.0% | 1,012,477 | -1.5% | 8.35% | -0.7% |
| Q3 2018 | $26,423,000 | +3.1% | 1,027,725 | +3.8% | 8.41% | -1.0% |
| Q2 2018 | $25,631,000 | -6.1% | 990,394 | +3.1% | 8.50% | -8.0% |
| Q1 2018 | $27,285,000 | -7.5% | 961,064 | -1.9% | 9.23% | -6.6% |
| Q4 2017 | $29,495,000 | +17.6% | 979,914 | +5.2% | 9.88% | +10.7% |
| Q3 2017 | $25,072,000 | +3.5% | 931,712 | +1.4% | 8.92% | -1.2% |
| Q2 2017 | $24,223,000 | +22.2% | 918,570 | +11.1% | 9.03% | +16.3% |
| Q1 2017 | $19,822,000 | +23.2% | 826,947 | +10.8% | 7.76% | +13.6% |
| Q4 2016 | $16,087,000 | +75.7% | 746,161 | +87.9% | 6.83% | +74.6% |
| Q3 2016 | $9,156,000 | +21.3% | 397,050 | +12.0% | 3.91% | +13.7% |
| Q2 2016 | $7,548,000 | +29.3% | 354,512 | +26.2% | 3.44% | +24.5% |
| Q1 2016 | $5,837,000 | +124.6% | 281,021 | +110.9% | 2.76% | +121.4% |
| Q4 2015 | $2,599,000 | +180.4% | 133,224 | +190.6% | 1.25% | +186.5% |
| Q3 2015 | $927,000 | -65.6% | 45,842 | -58.4% | 0.44% | -65.1% |
| Q2 2015 | $2,693,000 | +27.1% | 110,098 | +26.6% | 1.25% | +24.2% |
| Q1 2015 | $2,118,000 | +10.3% | 86,938 | +8.3% | 1.01% | +5.1% |
| Q4 2014 | $1,921,000 | +15.4% | 80,265 | +20.8% | 0.96% | +9.0% |
| Q3 2014 | $1,664,000 | -4.1% | 66,437 | -0.4% | 0.88% | -3.4% |
| Q2 2014 | $1,736,000 | +21.7% | 66,678 | +13.7% | 0.91% | +20.7% |
| Q1 2014 | $1,426,000 | +271.4% | 58,627 | +275.4% | 0.75% | +255.2% |
| Q4 2013 | $384,000 | -15.2% | 15,616 | -15.2% | 0.21% | -18.8% |
| Q3 2013 | $453,000 | -19.7% | 18,416 | -24.5% | 0.26% | -22.6% |
| Q2 2013 | $564,000 | – | 24,398 | – | 0.34% | – |
Download | ||||||
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% |