SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,781 | -4.3% | 5,451 | +1.2% | 0.03% | -6.9% |
| Q2 2023 | $236,038 | +6.3% | 5,389 | +1.8% | 0.03% | 0.0% |
| Q1 2023 | $221,977 | +3.5% | 5,294 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $214,460 | -37.3% | 5,294 | +61.4% | 0.03% | -3.3% |
| Q2 2021 | $342,000 | +3.3% | 3,281 | -1.2% | 0.03% | +11.1% |
| Q1 2021 | $331,000 | +11.8% | 3,321 | 0.0% | 0.03% | +22.7% |
| Q4 2020 | $296,000 | +30.4% | 3,321 | 0.0% | 0.02% | +22.2% |
| Q3 2020 | $227,000 | +3.7% | 3,321 | -0.9% | 0.02% | +12.5% |
| Q2 2020 | $219,000 | -6.4% | 3,351 | 0.0% | 0.02% | -11.1% |
| Q3 2019 | $234,000 | -7.1% | 3,351 | -4.8% | 0.02% | +63.6% |
| Q2 2019 | $252,000 | +1.6% | 3,521 | -0.6% | 0.01% | 0.0% |
| Q1 2019 | $248,000 | +21.0% | 3,541 | +4.6% | 0.01% | +10.0% |
| Q4 2018 | $205,000 | -24.9% | 3,385 | -5.6% | 0.01% | -16.7% |
| Q3 2018 | $273,000 | -3.5% | 3,585 | -7.0% | 0.01% | -7.7% |
| Q2 2018 | $283,000 | +6.4% | 3,853 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $266,000 | -0.4% | 3,853 | +0.6% | 0.01% | +8.3% |
| Q4 2017 | $267,000 | +9.9% | 3,831 | +6.4% | 0.01% | 0.0% |
| Q3 2017 | $243,000 | – | 3,601 | – | 0.01% | – |
Download | ||||||
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% |