SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 244 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,369,000 | -3.5% | 94,255 | +0.7% | 1.03% | -6.6% |
| Q2 2019 | $2,456,000 | +6.2% | 93,603 | +5.3% | 1.10% | +4.5% |
| Q1 2019 | $2,313,000 | +36.0% | 88,920 | +23.0% | 1.06% | +3.5% |
| Q4 2018 | $1,701,000 | -23.2% | 72,272 | -16.1% | 1.02% | -18.9% |
| Q3 2018 | $2,214,000 | -54.6% | 86,131 | -54.3% | 1.26% | -49.0% |
| Q2 2018 | $4,881,000 | -7.8% | 188,522 | +2.2% | 2.47% | -11.9% |
| Q1 2018 | $5,294,000 | +8.5% | 184,462 | +5.6% | 2.80% | +12.4% |
| Q4 2017 | $4,880,000 | +4.3% | 174,661 | +0.5% | 2.49% | -2.0% |
| Q3 2017 | $4,678,000 | -11.3% | 173,854 | -18.1% | 2.55% | -17.9% |
| Q2 2017 | $5,273,000 | +9.0% | 212,196 | +5.2% | 3.10% | +0.6% |
| Q1 2017 | $4,837,000 | +226.6% | 201,775 | +193.8% | 3.08% | +186.9% |
| Q4 2016 | $1,481,000 | – | 68,675 | – | 1.08% | – |
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% |