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 | $1,073,062 | -5.2% | 25,907 | +0.2% | 0.09% | -1.1% |
| Q2 2023 | $1,131,998 | +3.0% | 25,845 | -1.4% | 0.09% | 0.0% |
| Q1 2023 | $1,098,902 | -11.8% | 26,208 | -14.8% | 0.09% | -15.3% |
| Q4 2022 | $1,245,850 | +12.1% | 30,754 | +4.6% | 0.11% | +6.7% |
| Q3 2022 | $1,111,000 | -5.5% | 29,394 | -2.6% | 0.10% | +2.0% |
| Q2 2022 | $1,176,000 | -18.6% | 30,169 | -1.0% | 0.10% | -19.7% |
| Q1 2022 | $1,444,000 | -7.7% | 30,483 | +99.5% | 0.13% | +9.5% |
| Q4 2021 | $1,565,000 | +3.3% | 15,283 | +1.0% | 0.12% | -10.8% |
| Q3 2021 | $1,515,000 | -4.5% | 15,133 | -0.6% | 0.13% | -4.4% |
| Q2 2021 | $1,586,000 | +1.6% | 15,228 | -2.8% | 0.14% | -5.6% |
| Q1 2021 | $1,561,000 | +46.4% | 15,666 | +30.8% | 0.14% | +12.5% |
| Q4 2020 | $1,066,000 | -5.3% | 11,975 | -27.4% | 0.13% | +0.8% |
| Q3 2020 | $1,126,000 | +1.6% | 16,488 | -2.8% | 0.13% | -5.9% |
| Q2 2020 | $1,108,000 | +26.6% | 16,963 | -0.2% | 0.14% | +3.1% |
| Q1 2020 | $875,000 | -37.6% | 16,990 | -8.4% | 0.13% | -20.1% |
| Q4 2019 | $1,403,000 | +7.1% | 18,550 | -1.3% | 0.16% | -1.8% |
| Q3 2019 | $1,310,000 | -4.4% | 18,787 | -2.0% | 0.17% | -23.0% |
| Q2 2019 | $1,370,000 | -0.1% | 19,167 | -2.3% | 0.22% | -2.7% |
| Q1 2019 | $1,372,000 | +22.7% | 19,616 | +6.5% | 0.22% | +12.6% |
| Q4 2018 | $1,118,000 | -13.9% | 18,418 | +8.1% | 0.20% | -2.0% |
| Q3 2018 | $1,298,000 | +6.3% | 17,036 | +2.7% | 0.20% | +3.6% |
| Q2 2018 | $1,221,000 | +18.4% | 16,595 | +11.2% | 0.20% | +8.9% |
| Q1 2018 | $1,031,000 | +21.9% | 14,919 | +23.0% | 0.18% | +26.1% |
| Q4 2017 | $846,000 | +11.2% | 12,133 | +7.3% | 0.14% | +6.8% |
| Q3 2017 | $761,000 | +14.3% | 11,303 | +8.5% | 0.13% | +11.8% |
| Q2 2017 | $666,000 | – | 10,421 | – | 0.12% | – |
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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% |