SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $120,000 | +20.0% | 5,580 | +29.0% | 0.01% | -9.1% |
Q3 2016 | $100,000 | +16.3% | 4,327 | +7.2% | 0.01% | +10.0% |
Q2 2016 | $86,000 | +4.9% | 4,035 | +1.8% | 0.01% | 0.0% |
Q1 2016 | $82,000 | -76.6% | 3,965 | -78.0% | 0.01% | -76.2% |
Q4 2015 | $351,000 | +42.7% | 18,009 | +47.8% | 0.04% | +27.3% |
Q3 2015 | $246,000 | +12200.0% | 12,184 | +15322.8% | 0.03% | – |
Q2 2015 | $2,000 | – | 79 | – | 0.00% | – |
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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% |