SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $121,000 | +0.8% | 4,600 | 0.0% | 0.62% | -2.7% |
| Q1 2019 | $120,000 | +11.1% | 4,600 | 0.0% | 0.64% | +5.8% |
| Q4 2018 | $108,000 | -50.5% | 4,600 | -45.8% | 0.60% | -19.2% |
| Q3 2018 | $218,000 | 0.0% | 8,492 | +0.9% | 0.74% | +2.3% |
| Q2 2018 | $218,000 | -14.2% | 8,416 | -4.9% | 0.73% | -28.1% |
| Q1 2018 | $254,000 | -14.2% | 8,846 | -16.4% | 1.01% | +38.9% |
| Q4 2017 | $296,000 | +3.9% | 10,577 | 0.0% | 0.73% | -12.6% |
| Q3 2017 | $285,000 | +8.4% | 10,577 | 0.0% | 0.83% | +58.2% |
| Q2 2017 | $263,000 | +4.0% | 10,577 | +0.2% | 0.53% | +14.3% |
| Q1 2017 | $253,000 | -4.2% | 10,553 | -13.7% | 0.46% | -1.1% |
| Q4 2016 | $264,000 | +40.4% | 12,228 | +50.0% | 0.46% | +42.2% |
| Q3 2016 | $188,000 | -76.5% | 8,153 | -78.3% | 0.33% | -77.7% |
| Q2 2016 | $801,000 | +132.2% | 37,613 | +126.2% | 1.47% | +138.5% |
| Q1 2016 | $345,000 | -83.3% | 16,628 | -84.3% | 0.62% | -82.6% |
| Q4 2015 | $2,070,000 | – | 106,090 | – | 3.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 2,310,263 | $60,090,000 | 27.06% |
| VALENTINE VENTURES LLC | 988,729 | $25,717,000 | 26.55% |
| COOPER/HAIMS ADVISORS, LLC | 750,775 | $19,528,000 | 12.44% |
| B & T Capital Management DBA Alpha Capital Management | 1,143,931 | $29,754,000 | 11.70% |
| Bogart Wealth, LLC | 900,138 | $23,412,000 | 11.29% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,784,548 | $44,400,000 | 10.68% |
| Live Your Vision, LLC | 990,115 | $26,634,000 | 8.08% |
| APPLETON GROUP, LLC | 311,295 | $8,097,000 | 7.80% |
| Northwest Capital Management Inc | 229,443 | $5,967,000 | 7.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 375,890 | $9,777,000 | 6.87% |