SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $4,083,000 | +0.5% | 57,119 | -1.7% | 4.26% | +1.6% |
| Q1 2019 | $4,062,000 | +38.2% | 58,093 | +19.9% | 4.19% | +14.3% |
| Q4 2018 | $2,940,000 | -63.7% | 48,456 | -63.2% | 3.67% | -61.6% |
| Q4 2016 | $8,105,000 | +1.7% | 131,839 | -4.8% | 9.57% | +5.0% |
| Q3 2016 | $7,967,000 | +0.1% | 138,429 | -6.1% | 9.11% | -0.4% |
| Q2 2016 | $7,963,000 | +0.5% | 147,378 | -3.2% | 9.14% | -2.4% |
| Q1 2016 | $7,924,000 | -1.8% | 152,264 | -1.7% | 9.36% | +1.6% |
| Q4 2015 | $8,071,000 | -2.6% | 154,967 | -5.0% | 9.22% | -1.1% |
| Q3 2015 | $8,289,000 | -13.2% | 163,201 | -1.8% | 9.32% | -2.5% |
| Q2 2015 | $9,549,000 | -0.4% | 166,128 | -0.3% | 9.55% | +0.0% |
| Q1 2015 | $9,590,000 | +2.9% | 166,546 | -1.5% | 9.55% | +2.1% |
| Q4 2014 | $9,322,000 | – | 169,128 | – | 9.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 231,597 | $14,053,000 | 13.94% |
| TD Ameritrade Trust Co | 500,855 | $30,392,000 | 12.72% |
| B & T Capital Management DBA Alpha Capital Management | 375,703 | $22,798,000 | 10.67% |
| MONEYWISE, INC. | 172,243 | $10,452,000 | 9.91% |
| MARSHALL FINANCIAL GROUP INC /ADV | 163,016 | $9,892,000 | 9.37% |
| PIERSHALE FINANCIAL GROUP, INC. | 243,277 | $14,762,000 | 8.96% |
| Sharkey, Howes & Javer | 223,524 | $13,563,000 | 8.83% |
| Tradewinds Capital Management, LLC | 269,059 | $16,327,000 | 8.03% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 164,831 | $10,002,000 | 7.92% |
| Gemmer Asset Management LLC | 402,935 | $24,450,000 | 7.54% |