SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $927,000 | +3.9% | 13,762 | -1.4% | 0.22% | +2.3% |
| Q2 2017 | $892,000 | +4.0% | 13,960 | +2.5% | 0.21% | +4.4% |
| Q1 2017 | $858,000 | +19.3% | 13,621 | +16.5% | 0.20% | +14.0% |
| Q4 2016 | $719,000 | +13.9% | 11,691 | +6.6% | 0.18% | +14.0% |
| Q3 2016 | $631,000 | +16.6% | 10,968 | +9.6% | 0.16% | +18.0% |
| Q2 2016 | $541,000 | +2.9% | 10,006 | -1.0% | 0.13% | -1.5% |
| Q1 2016 | $526,000 | -35.1% | 10,107 | -35.0% | 0.14% | -32.8% |
| Q4 2015 | $810,000 | +2.7% | 15,542 | 0.0% | 0.20% | -1.5% |
| Q3 2015 | $789,000 | +1.7% | 15,542 | +15.2% | 0.20% | +13.3% |
| Q2 2015 | $776,000 | +1.2% | 13,494 | +1.4% | 0.18% | +2.9% |
| Q1 2015 | $767,000 | +9.9% | 13,314 | +5.2% | 0.18% | +8.0% |
| Q4 2014 | $698,000 | +22.9% | 12,657 | +14.6% | 0.16% | +17.4% |
| Q3 2014 | $568,000 | -6.4% | 11,044 | -0.3% | 0.14% | -5.5% |
| Q2 2014 | $607,000 | -7.0% | 11,074 | -9.1% | 0.15% | -9.9% |
| Q1 2014 | $653,000 | -23.7% | 12,189 | -25.2% | 0.16% | -25.3% |
| Q4 2013 | $856,000 | +13.1% | 16,299 | +3.9% | 0.22% | +1.9% |
| Q3 2013 | $757,000 | +32.6% | 15,694 | +21.0% | 0.21% | +25.3% |
| Q2 2013 | $571,000 | – | 12,974 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 253,241 | $18,102,000 | 11.36% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 168,862 | $12,070,000 | 11.24% |
| MARSHALL FINANCIAL GROUP INC /ADV | 192,196 | $13,738,000 | 10.48% |
| B & T Capital Management DBA Alpha Capital Management | 385,111 | $27,528,000 | 10.39% |
| Apollon Wealth Management, LLC | 125,932 | $9,002,000 | 10.34% |
| MONEYWISE, INC. | 188,435 | $13,469,000 | 10.28% |
| CWH Capital Management, Inc. | 280,547 | $20,053,000 | 8.14% |
| Gemmer Asset Management LLC | 402,990 | $28,806,000 | 7.72% |
| Mokosak Advisory Group, LLC | 158,941 | $11,367,000 | 7.68% |
| Black Diamond Financial, LLC | 117,502 | $8,399,000 | 7.16% |