Personal Capital Advisors Corp - SCHWAB STRATEGIC TR ownership

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
Personal Capital Advisors Corp ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$572,298
+29.8%
24,178
+22.9%
0.00%
+50.0%
Q3 2022$441,000
+22.5%
19,678
+38.8%
0.00%0.0%
Q2 2022$360,000
-32.8%
14,176
-26.5%
0.00%
-33.3%
Q1 2022$536,000
-27.7%
19,300
-23.5%
0.00%0.0%
Q4 2021$741,000
+4.8%
25,232
+8.8%
0.00%
-25.0%
Q3 2021$707,000
-21.3%
23,195
-15.1%
0.00%
-20.0%
Q2 2021$898,000
-3.3%
27,314
-6.5%
0.01%0.0%
Q1 2021$929,000
+10.2%
29,219
+6.2%
0.01%0.0%
Q4 2020$843,000
+43.6%
27,507
+25.3%
0.01%
+25.0%
Q3 2020$587,000
+25.7%
21,946
+14.5%
0.00%0.0%
Q2 2020$467,000
+37.4%
19,173
+17.3%
0.00%
+33.3%
Q1 2020$340,000
-13.7%
16,346
+13.5%
0.00%0.0%
Q4 2019$394,000
+4.0%
14,403
-4.5%
0.00%
-25.0%
Q3 2019$379,000
+0.5%
15,089
+5.0%
0.00%0.0%
Q2 2019$377,000
+9.9%
14,375
+8.9%
0.00%0.0%
Q1 2019$343,000
+2.1%
13,200
-7.6%
0.00%0.0%
Q4 2018$336,000
+0.9%
14,280
+10.3%
0.00%0.0%
Q3 2018$333,00012,9450.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
VALENTINE VENTURES LLC 966,669$25,365,00026.47%
Hamilton Capital, LLC 2,360,205$61,932,00021.39%
Pension Partners, LLC 601,523$15,784,329,00019.13%
COOPER/HAIMS ADVISORS, LLC 767,263$20,133,00012.51%
B & T Capital Management DBA Alpha Capital Management 1,161,562$30,479,00011.50%
Holistic Financial Partners 424,964$11,151,00011.11%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 446,030$11,704,00010.90%
Ironwood Wealth Management, LLC. 390,240$10,240,0007.84%
Northwest Capital Management Inc 236,814$6,214,0006.79%
MATHER GROUP, LLC. 3,145,798$82,546,0006.67%
View complete list of SCHWAB STRATEGIC TR shareholders