SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,412,000 | -83.2% | 60,013 | -81.6% | 0.43% | -78.1% |
| Q3 2018 | $8,382,000 | +641.1% | 326,013 | +727.0% | 1.96% | +532.9% |
| Q1 2018 | $1,131,000 | +25.0% | 39,420 | +21.7% | 0.31% | +24.0% |
| Q4 2017 | $905,000 | +135.7% | 32,394 | +126.8% | 0.25% | +115.5% |
| Q3 2017 | $384,000 | +30.2% | 14,285 | +15.7% | 0.12% | +17.2% |
| Q4 2014 | $295,000 | -3.9% | 12,348 | +2.2% | 0.10% | -10.0% |
| Q3 2014 | $307,000 | -17.0% | 12,078 | -15.1% | 0.11% | -17.3% |
| Q2 2014 | $370,000 | +56.1% | 14,232 | +46.2% | 0.13% | +64.2% |
| Q1 2014 | $237,000 | -25.5% | 9,732 | -24.7% | 0.08% | -26.4% |
| Q4 2013 | $318,000 | -66.6% | 12,932 | -66.6% | 0.11% | -70.4% |
| Q3 2013 | $951,000 | +14.3% | 38,682 | +8.6% | 0.37% | +11.0% |
| Q2 2013 | $832,000 | – | 35,612 | – | 0.34% | – |
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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% |