SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,000 | -50.0% | 36 | -5.3% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 38 | +100.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | -33.3% | 19 | -50.0% | 0.00% | – |
| Q4 2020 | $3,000 | -40.0% | 38 | -42.4% | 0.00% | -100.0% |
| Q3 2020 | $5,000 | 0.0% | 66 | -18.5% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 81 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -55.6% | 81 | -33.6% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | -30.8% | 122 | -33.7% | 0.00% | -50.0% |
| Q1 2019 | $13,000 | +85.7% | 184 | +50.8% | 0.00% | +100.0% |
| Q4 2018 | $7,000 | -22.2% | 122 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | +12.5% | 122 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | – | 122 | – | 0.00% | – |
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% |