SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $538,000 | -7.2% | 17,640 | 0.0% | 0.26% | -13.2% |
| Q2 2021 | $580,000 | +27.2% | 17,640 | +23.0% | 0.30% | +37.3% |
| Q1 2021 | $456,000 | +11.5% | 14,340 | +7.5% | 0.22% | +3.3% |
| Q4 2020 | $409,000 | +14.6% | 13,340 | 0.0% | 0.21% | +3.4% |
| Q3 2020 | $357,000 | +9.8% | 13,340 | 0.0% | 0.21% | +7.3% |
| Q2 2020 | $325,000 | +22.2% | 13,340 | +3.9% | 0.19% | +1.1% |
| Q1 2020 | $266,000 | -15.8% | 12,840 | +11.3% | 0.19% | -1.6% |
| Q4 2019 | $316,000 | -38.8% | 11,540 | -43.8% | 0.19% | -42.7% |
| Q3 2019 | $516,000 | -4.3% | 20,540 | 0.0% | 0.34% | -5.3% |
| Q2 2019 | $539,000 | +0.9% | 20,540 | 0.0% | 0.36% | +9.9% |
| Q1 2019 | $534,000 | -82.0% | 20,540 | -83.7% | 0.32% | -82.9% |
| Q4 2018 | $2,972,000 | -76.0% | 126,290 | -73.8% | 1.89% | -72.4% |
| Q3 2018 | $12,408,000 | -26.0% | 482,620 | -25.5% | 6.85% | -25.9% |
| Q2 2018 | $16,768,000 | +3.0% | 647,655 | +14.2% | 9.25% | -7.6% |
| Q1 2018 | $16,275,000 | +15.6% | 567,090 | +12.5% | 10.01% | +0.3% |
| Q4 2017 | $14,084,000 | – | 504,085 | – | 9.98% | – |
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% |