SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $382,000 | +28.2% | 14,546 | +26.8% | 0.44% | +72.3% |
| Q1 2019 | $298,000 | -94.5% | 11,474 | -95.0% | 0.25% | -95.6% |
| Q4 2018 | $5,448,000 | +150.6% | 231,537 | +205.6% | 5.81% | +171.6% |
| Q1 2018 | $2,174,000 | +519.4% | 75,754 | +481.6% | 2.14% | +780.2% |
| Q3 2017 | $351,000 | +17.4% | 13,025 | +8.3% | 0.24% | +10.0% |
| Q2 2017 | $299,000 | +18.7% | 12,025 | +14.3% | 0.22% | +26.3% |
| Q1 2017 | $252,000 | -34.5% | 10,525 | -37.0% | 0.18% | -40.9% |
| Q3 2016 | $385,000 | -19.1% | 16,700 | -25.4% | 0.30% | -20.4% |
| Q2 2016 | $476,000 | -77.8% | 22,373 | -78.4% | 0.37% | -78.4% |
| Q1 2016 | $2,148,000 | +291.3% | 103,433 | +267.8% | 1.72% | +247.9% |
| Q4 2015 | $549,000 | -41.0% | 28,125 | -26.4% | 0.50% | -34.3% |
| Q1 2015 | $931,000 | +2.0% | 38,210 | 0.0% | 0.75% | +7.3% |
| Q4 2014 | $913,000 | +91.8% | 38,210 | +95.5% | 0.70% | +82.3% |
| Q1 2014 | $476,000 | – | 19,545 | – | 0.38% | – |
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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% |