SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 202 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,817,000 | +12.0% | 75,813 | +0.7% | 1.09% | +11.9% |
| Q4 2016 | $1,623,000 | -6.6% | 75,281 | -0.1% | 0.97% | -9.9% |
| Q3 2016 | $1,737,000 | +0.1% | 75,337 | -7.6% | 1.08% | -32.6% |
| Q2 2016 | $1,735,000 | -21.1% | 81,507 | -23.0% | 1.60% | -23.1% |
| Q1 2016 | $2,198,000 | -1.3% | 105,849 | -7.3% | 2.08% | -2.4% |
| Q4 2015 | $2,228,000 | – | 114,173 | – | 2.14% | – |
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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% |