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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $621,000 | +13.9% | 25,514 | -3.2% | 0.30% | -1.0% |
| Q1 2020 | $545,000 | -64.8% | 26,353 | -53.4% | 0.30% | +1.4% |
| Q4 2019 | $1,548,000 | +104.8% | 56,608 | +88.1% | 0.30% | -4.5% |
| Q3 2019 | $756,000 | -1.4% | 30,091 | +2.8% | 0.31% | -9.6% |
| Q2 2019 | $767,000 | +0.8% | 29,266 | 0.0% | 0.34% | -1.7% |
| Q1 2019 | $761,000 | -44.7% | 29,266 | -50.0% | 0.35% | -5.9% |
| Q4 2018 | $1,376,000 | -6.9% | 58,488 | +1.7% | 0.37% | +1.1% |
| Q3 2018 | $1,478,000 | -32.0% | 57,492 | -31.5% | 0.37% | -33.3% |
| Q2 2018 | $2,172,000 | +161.7% | 83,904 | +190.1% | 0.55% | +27.3% |
| Q1 2018 | $830,000 | +10.8% | 28,926 | +3.8% | 0.43% | -4.8% |
| Q3 2017 | $749,000 | +34.7% | 27,868 | +24.4% | 0.45% | +39.3% |
| Q2 2017 | $556,000 | -99.9% | 22,406 | +1.7% | 0.33% | +14.0% |
| Q1 2017 | $530,523,000 | +26.9% | 22,031 | +13.6% | 0.29% | +19.7% |
| Q4 2016 | $418,085,000 | -41.7% | 19,391 | -37.6% | 0.24% | +12.7% |
| Q3 2016 | $716,934,000 | +9.6% | 31,090 | +1.2% | 0.21% | -5.8% |
| Q2 2016 | $654,156,000 | +2.8% | 30,726 | +0.3% | 0.22% | +7.7% |
| Q1 2016 | $636,516,000 | -2.5% | 30,646 | -8.4% | 0.21% | -6.7% |
| Q4 2015 | $652,726,000 | +44.9% | 33,456 | +50.2% | 0.22% | -31.9% |
| Q3 2015 | $450,360,000 | -12.1% | 22,273 | +6.9% | 0.33% | -2.9% |
| Q2 2015 | $512,320,000 | -24.6% | 20,843 | -25.3% | 0.34% | +52.0% |
| Q1 2015 | $679,546,000 | – | 27,896 | – | 0.22% | – |
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% |