SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,142,000 | -80.9% | 41,700 | -82.5% | 0.04% | -92.7% |
| Q3 2019 | $5,980,000 | -4.2% | 237,945 | -0.0% | 0.62% | -1.7% |
| Q2 2019 | $6,244,000 | +14.6% | 237,963 | +13.6% | 0.63% | +5.0% |
| Q1 2019 | $5,450,000 | +91.1% | 209,527 | +72.9% | 0.60% | +68.5% |
| Q4 2018 | $2,852,000 | +13.9% | 121,201 | +24.4% | 0.36% | +31.4% |
| Q3 2018 | $2,505,000 | +38.4% | 97,437 | +39.4% | 0.27% | +105.3% |
| Q2 2018 | $1,810,000 | +14.4% | 69,901 | +26.8% | 0.13% | +7.3% |
| Q1 2018 | $1,582,000 | +52.3% | 55,126 | +48.3% | 0.12% | +51.9% |
| Q4 2017 | $1,039,000 | +96.0% | 37,170 | +88.6% | 0.08% | +72.3% |
| Q3 2017 | $530,000 | – | 19,711 | – | 0.05% | – |
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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% |