SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $120,000 | +3.4% | 3,650 | 0.0% | 0.03% | -7.1% |
Q1 2021 | $116,000 | +3.6% | 3,650 | 0.0% | 0.03% | -3.4% |
Q4 2020 | $112,000 | +17.9% | 3,650 | +2.8% | 0.03% | +3.6% |
Q3 2020 | $95,000 | -3.1% | 3,550 | -11.6% | 0.03% | -12.5% |
Q2 2020 | $98,000 | +34.2% | 4,015 | +14.2% | 0.03% | +18.5% |
Q1 2020 | $73,000 | -24.0% | 3,515 | 0.0% | 0.03% | -10.0% |
Q4 2019 | $96,000 | +9.1% | 3,515 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $88,000 | +46.7% | 3,515 | +53.5% | 0.03% | +42.9% |
Q2 2019 | $60,000 | 0.0% | 2,290 | 0.0% | 0.02% | -4.5% |
Q1 2019 | $60,000 | +3.4% | 2,290 | -7.3% | 0.02% | -4.3% |
Q4 2018 | $58,000 | – | 2,471 | – | 0.02% | – |
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% |