SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 1.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $237,000 | -9.5% | 5,006 | +95.5% | 0.00% | 0.0% |
| Q4 2021 | $262,000 | +29.7% | 2,560 | +27.0% | 0.00% | +50.0% |
| Q3 2021 | $202,000 | -10.2% | 2,016 | -6.6% | 0.00% | -33.3% |
| Q2 2021 | $225,000 | +4.7% | 2,159 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $215,000 | +5.9% | 2,159 | -5.6% | 0.00% | 0.0% |
| Q4 2020 | $203,000 | +20200.0% | 2,286 | +7043.8% | 0.00% | – |
| Q2 2016 | $1,000 | -80.0% | 32 | -68.0% | 0.00% | – |
| Q2 2015 | $5,000 | -44.4% | 100 | -43.2% | 0.00% | – |
| Q3 2014 | $9,000 | 0.0% | 176 | 0.0% | 0.00% | – |
| Q2 2014 | $9,000 | 0.0% | 176 | 0.0% | 0.00% | – |
| Q1 2014 | $9,000 | – | 176 | – | 0.00% | – |
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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% |