SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,686,000 | +9.6% | 53,037 | +5.6% | 0.08% | -16.1% |
| Q4 2020 | $1,539,000 | +14.4% | 50,217 | -0.1% | 0.09% | +4.5% |
| Q3 2020 | $1,345,000 | +5.2% | 50,278 | -4.3% | 0.09% | 0.0% |
| Q2 2020 | $1,279,000 | +19.2% | 52,544 | +1.4% | 0.09% | -13.6% |
| Q1 2020 | $1,073,000 | -27.5% | 51,840 | -4.1% | 0.10% | +3.0% |
| Q4 2019 | $1,480,000 | +11.6% | 54,063 | +2.5% | 0.10% | +8.7% |
| Q3 2019 | $1,326,000 | -3.6% | 52,751 | +0.7% | 0.09% | -3.2% |
| Q2 2019 | $1,375,000 | -0.9% | 52,382 | -1.7% | 0.10% | -2.1% |
| Q1 2019 | $1,387,000 | +19.1% | 53,311 | +7.7% | 0.10% | +11.5% |
| Q4 2018 | $1,165,000 | +2.9% | 49,502 | +12.4% | 0.09% | +11.5% |
| Q3 2018 | $1,132,000 | +2.4% | 44,036 | +3.1% | 0.08% | +16.4% |
| Q2 2018 | $1,106,000 | -10.2% | 42,706 | -0.4% | 0.07% | -8.2% |
| Q1 2018 | $1,231,000 | -3.1% | 42,887 | -5.6% | 0.07% | -1.4% |
| Q4 2017 | $1,270,000 | +11.2% | 45,453 | +7.1% | 0.07% | +5.7% |
| Q3 2017 | $1,142,000 | +9.7% | 42,449 | +1.3% | 0.07% | +6.1% |
| Q2 2017 | $1,041,000 | +3.3% | 41,886 | -0.4% | 0.07% | 0.0% |
| Q1 2017 | $1,008,000 | +19.3% | 42,039 | +7.3% | 0.07% | +15.8% |
| Q4 2016 | $845,000 | -1.4% | 39,190 | +5.0% | 0.06% | -20.8% |
| Q3 2016 | $857,000 | – | 37,332 | – | 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% |