SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,635,109,000 | -10.0% | 65,066 | -6.0% | 0.00% | 0.0% |
| Q2 2019 | $1,817,068,000 | +92.5% | 69,248 | +90.8% | 0.00% | 0.0% |
| Q1 2019 | $943,929,000 | -17.2% | 36,291 | -25.1% | 0.00% | 0.0% |
| Q4 2018 | $1,139,440,000 | +406842.9% | 48,425 | +325.5% | 0.00% | – |
| Q2 2015 | $280,000 | -27.3% | 11,382 | -28.0% | 0.00% | – |
| Q1 2015 | $385,000 | -56.3% | 15,813 | -57.1% | 0.00% | -100.0% |
| Q4 2014 | $881,000 | -29.4% | 36,864 | -24.9% | 0.00% | 0.0% |
| Q3 2014 | $1,247,000 | +46.7% | 49,114 | +50.3% | 0.00% | 0.0% |
| Q2 2014 | $850,000 | +25.9% | 32,667 | +17.7% | 0.00% | 0.0% |
| Q1 2014 | $675,000 | -49.6% | 27,752 | -49.0% | 0.00% | -50.0% |
| Q4 2013 | $1,339,000 | +151.7% | 54,438 | +151.5% | 0.00% | +100.0% |
| Q3 2013 | $532,000 | -3.4% | 21,646 | -8.2% | 0.00% | 0.0% |
| Q2 2013 | $551,000 | – | 23,582 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 2,310,263 | $60,090,000 | 27.06% |
| VALENTINE VENTURES LLC | 988,729 | $25,717,000 | 26.55% |
| COOPER/HAIMS ADVISORS, LLC | 750,775 | $19,528,000 | 12.44% |
| B & T Capital Management DBA Alpha Capital Management | 1,143,931 | $29,754,000 | 11.70% |
| Bogart Wealth, LLC | 900,138 | $23,412,000 | 11.29% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,784,548 | $44,400,000 | 10.68% |
| Live Your Vision, LLC | 990,115 | $26,634,000 | 8.08% |
| APPLETON GROUP, LLC | 311,295 | $8,097,000 | 7.80% |
| Northwest Capital Management Inc | 229,443 | $5,967,000 | 7.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 375,890 | $9,777,000 | 6.87% |