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 2021 | $208,000 | -3.7% | 2,077 | 0.0% | 0.09% | +1.2% |
| Q2 2021 | $216,000 | -4.8% | 2,077 | -9.0% | 0.09% | -9.5% |
| Q1 2021 | $227,000 | -1.3% | 2,282 | -11.6% | 0.10% | -6.9% |
| Q4 2020 | $230,000 | +4.5% | 2,582 | -11.4% | 0.10% | -21.5% |
| Q1 2020 | $220,000 | 0.0% | 2,914 | 0.0% | 0.13% | +38.3% |
| Q4 2019 | $220,000 | +8.4% | 2,914 | 0.0% | 0.09% | 0.0% |
| Q3 2019 | $203,000 | -9.0% | 2,914 | -6.4% | 0.09% | -17.5% |
| Q2 2019 | $223,000 | +2.3% | 3,114 | 0.0% | 0.11% | -0.9% |
| Q1 2019 | $218,000 | -17.4% | 3,114 | -10.2% | 0.12% | -16.1% |
| Q3 2018 | $264,000 | -22.4% | 3,469 | -25.0% | 0.14% | -23.9% |
| Q2 2018 | $340,000 | +65.0% | 4,628 | +55.5% | 0.18% | +181.2% |
| Q1 2018 | $206,000 | -5.9% | 2,977 | -5.3% | 0.06% | -51.1% |
| Q4 2017 | $219,000 | +6.3% | 3,142 | +2.6% | 0.13% | +2.3% |
| Q3 2017 | $206,000 | – | 3,062 | – | 0.13% | – |
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% |