SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,281,000 | +12.6% | 197,329 | +2.5% | 1.78% | -1.1% |
| Q2 2020 | $4,688,000 | +76.0% | 192,518 | +49.5% | 1.80% | +41.0% |
| Q1 2020 | $2,664,000 | -28.8% | 128,753 | -5.8% | 1.28% | -7.9% |
| Q4 2019 | $3,743,000 | +12.9% | 136,750 | +3.6% | 1.39% | +7.1% |
| Q3 2019 | $3,316,000 | +0.9% | 131,974 | +5.4% | 1.29% | +0.2% |
| Q2 2019 | $3,286,000 | +7.7% | 125,244 | +6.8% | 1.29% | -5.1% |
| Q1 2019 | $3,052,000 | +20.9% | 117,323 | +9.4% | 1.36% | -0.1% |
| Q4 2018 | $2,524,000 | +4753.8% | 107,269 | +5220.9% | 1.36% | +5138.5% |
| Q2 2018 | $52,000 | -10.3% | 2,016 | +0.1% | 0.03% | -13.3% |
| Q1 2018 | $58,000 | -1.7% | 2,013 | -33.7% | 0.03% | -21.1% |
| Q4 2015 | $59,000 | -28.9% | 3,035 | -30.1% | 0.04% | -35.6% |
| Q3 2015 | $83,000 | -52.0% | 4,340 | -38.7% | 0.06% | -50.0% |
| Q2 2015 | $173,000 | -18.4% | 7,075 | -13.1% | 0.12% | -34.4% |
| Q2 2014 | $212,000 | -3.2% | 8,144 | -9.7% | 0.18% | -0.6% |
| Q1 2014 | $219,000 | -26.0% | 9,014 | -25.3% | 0.18% | -31.7% |
| Q4 2013 | $296,000 | – | 12,069 | – | 0.26% | – |
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% |