SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $223,000 | -34.0% | 7,320 | -28.7% | 0.01% | -25.0% |
| Q2 2021 | $338,000 | +1.8% | 10,268 | -1.6% | 0.01% | -11.1% |
| Q1 2021 | $332,000 | -35.3% | 10,434 | -37.7% | 0.01% | -40.0% |
| Q4 2020 | $513,000 | -8.4% | 16,747 | -20.0% | 0.02% | -16.7% |
| Q3 2020 | $560,000 | +14.1% | 20,923 | +3.8% | 0.02% | +5.9% |
| Q2 2020 | $491,000 | +0.4% | 20,157 | -14.6% | 0.02% | -22.7% |
| Q1 2020 | $489,000 | -64.8% | 23,616 | -53.5% | 0.02% | -60.0% |
| Q4 2019 | $1,390,000 | +11.8% | 50,784 | +2.7% | 0.06% | +1.9% |
| Q3 2019 | $1,243,000 | +11.3% | 49,451 | +16.2% | 0.05% | +12.5% |
| Q2 2019 | $1,117,000 | +34.7% | 42,568 | +33.6% | 0.05% | +29.7% |
| Q1 2019 | $829,000 | +31.0% | 31,866 | +29.4% | 0.04% | +32.1% |
| Q3 2018 | $633,000 | -21.5% | 24,625 | -12.4% | 0.03% | -17.6% |
| Q1 2018 | $806,000 | -20.1% | 28,099 | -22.2% | 0.03% | -24.4% |
| Q4 2017 | $1,009,000 | +53.6% | 36,124 | +47.9% | 0.04% | +45.2% |
| Q3 2017 | $657,000 | +57.2% | 24,420 | +45.2% | 0.03% | +40.9% |
| Q2 2017 | $418,000 | +53.7% | 16,819 | +48.1% | 0.02% | +46.7% |
| Q1 2017 | $272,000 | -19.8% | 11,357 | -22.7% | 0.02% | -34.8% |
| Q3 2016 | $339,000 | – | 14,695 | – | 0.02% | – |
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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% |