SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $796,000 | +12.9% | 25,983 | -1.3% | 0.41% | 0.0% |
| Q3 2020 | $705,000 | +27.9% | 26,338 | +16.3% | 0.41% | -4.7% |
| Q2 2020 | $551,000 | +19.3% | 22,641 | +1.5% | 0.43% | -3.0% |
| Q1 2020 | $462,000 | -0.4% | 22,310 | +31.5% | 0.44% | +17.4% |
| Q4 2019 | $464,000 | +0.2% | 16,965 | -3.4% | 0.37% | -9.2% |
| Q3 2019 | $463,000 | -0.6% | 17,555 | +8.0% | 0.41% | -9.5% |
| Q1 2018 | $466,000 | – | 16,253 | – | 0.46% | – |
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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% |