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 2021 | $27,000 | -35.7% | 904 | -34.6% | 0.00% | -33.3% |
| Q3 2021 | $42,000 | -4.5% | 1,383 | +2.7% | 0.00% | -25.0% |
| Q2 2021 | $44,000 | +2.3% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $43,000 | +7.5% | 1,346 | +2.7% | 0.00% | 0.0% |
| Q4 2020 | $40,000 | +60.0% | 1,311 | +37.7% | 0.00% | +33.3% |
| Q3 2020 | $25,000 | +38.9% | 952 | +9.6% | 0.00% | +50.0% |
| Q1 2020 | $18,000 | -25.0% | 869 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 869 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | +83.3% | 869 | +97.5% | 0.00% | +100.0% |
| Q2 2019 | $12,000 | -20.0% | 440 | -28.7% | 0.00% | -66.7% |
| Q4 2018 | $15,000 | +25.0% | 617 | +40.2% | 0.00% | 0.0% |
| Q3 2017 | $12,000 | -99.9% | 440 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $11,000,000 | -63.3% | 440 | -68.4% | 0.00% | -40.0% |
| Q4 2016 | $30,000,000 | +93650.0% | 1,392 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $32,000 | +255.6% | 1,392 | +216.4% | 0.01% | +100.0% |
| Q2 2016 | $9,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | +12.5% | 440 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $8,000 | -20.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $10,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $10,000 | -9.1% | 440 | 0.0% | 0.00% | -25.0% |
| Q4 2014 | $11,000 | – | 440 | – | 0.00% | – |
Download | ||||||
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% |