SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,694 | -5.1% | 5,038 | +0.4% | 0.01% | -16.7% |
| Q2 2023 | $219,867 | +4.8% | 5,020 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $209,740 | +3.9% | 5,002 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $201,947 | +8.0% | 4,985 | +0.5% | 0.01% | -14.3% |
| Q3 2022 | $187,000 | -3.1% | 4,960 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $193,000 | -17.2% | 4,943 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $233,000 | -7.5% | 4,925 | +100.3% | 0.01% | -12.5% |
| Q4 2021 | $252,000 | +2.9% | 2,459 | +0.5% | 0.01% | -11.1% |
| Q3 2021 | $245,000 | -3.5% | 2,447 | +0.3% | 0.01% | -10.0% |
| Q2 2021 | $254,000 | +17.6% | 2,440 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $216,000 | +30.9% | 2,430 | +0.4% | 0.01% | +25.0% |
| Q4 2020 | $165,000 | 0.0% | 2,421 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $165,000 | +4.4% | 2,421 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $158,000 | +27.4% | 2,411 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $124,000 | -31.5% | 2,407 | +0.5% | 0.01% | -18.2% |
| Q4 2019 | $181,000 | +9.0% | 2,396 | +1.2% | 0.01% | -15.4% |
| Q1 2019 | $166,000 | – | 2,367 | – | 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% |