SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $263 | -6.7% | 8,884 | -3.8% | 0.02% | -28.6% |
| Q3 2021 | $282 | -28.6% | 9,237 | -23.2% | 0.03% | -40.4% |
| Q2 2021 | $395 | -6.2% | 12,024 | -9.3% | 0.05% | -27.7% |
| Q1 2021 | $421 | -100.0% | 13,252 | -88.5% | 0.06% | -90.9% |
| Q2 2020 | $2,795,000 | -30.1% | 114,801 | -40.6% | 0.71% | -31.0% |
| Q1 2020 | $3,997,000 | +1.2% | 193,164 | +33.9% | 1.03% | +6.5% |
| Q4 2019 | $3,949,000 | +11.5% | 144,296 | +2.4% | 0.97% | +7.4% |
| Q3 2019 | $3,541,000 | -1.0% | 140,901 | +3.3% | 0.90% | -17.3% |
| Q2 2019 | $3,578,000 | +13.0% | 136,345 | +12.1% | 1.09% | -6.2% |
| Q1 2019 | $3,165,000 | – | 121,675 | – | 1.16% | – |
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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% |