SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 109 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,205,000 | -0.9% | 48,497 | -8.0% | 0.03% | +13.8% |
| Q3 2016 | $1,216,000 | -70.9% | 52,718 | -73.1% | 0.03% | -66.7% |
| Q2 2016 | $4,178,000 | +841.0% | 196,258 | +762.9% | 0.09% | +987.5% |
| Q4 2015 | $444,000 | +38.8% | 22,745 | +43.8% | 0.01% | +60.0% |
| Q3 2015 | $320,000 | +53.8% | 15,818 | +86.6% | 0.01% | +25.0% |
| Q2 2015 | $208,000 | -5.5% | 8,477 | -6.2% | 0.00% | 0.0% |
| Q1 2015 | $220,000 | -60.6% | 9,039 | -60.2% | 0.00% | -42.9% |
| Q3 2013 | $558,000 | – | 22,698 | – | 0.01% | – |
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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% |