SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,480,000 | -1.5% | 71,545 | +30.3% | 0.55% | +6.1% |
| Q4 2019 | $1,503,000 | +29.3% | 54,896 | +18.8% | 0.52% | +15.0% |
| Q3 2019 | $1,162,000 | +88.6% | 46,221 | +96.9% | 0.45% | +70.0% |
| Q2 2019 | $616,000 | -0.5% | 23,469 | -1.4% | 0.27% | -11.6% |
| Q1 2019 | $619,000 | -1.3% | 23,812 | -10.7% | 0.30% | -11.7% |
| Q4 2018 | $627,000 | +165.7% | 26,661 | +189.9% | 0.34% | +89.0% |
| Q3 2018 | $236,000 | +16.8% | 9,196 | +17.7% | 0.18% | -1.6% |
| Q2 2018 | $202,000 | – | 7,814 | – | 0.18% | – |
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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% |