SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,784 | -31.7% | 8,662 | -27.8% | 0.01% | -28.6% |
| Q2 2023 | $525,612 | +4.7% | 12,000 | +0.2% | 0.01% | -12.5% |
| Q1 2023 | $502,107 | +1.7% | 11,975 | -1.7% | 0.02% | -11.1% |
| Q4 2022 | $493,561 | +8.0% | 12,184 | +0.7% | 0.02% | 0.0% |
| Q3 2022 | $457,000 | +18.4% | 12,100 | +22.2% | 0.02% | +28.6% |
| Q2 2022 | $386,000 | -18.6% | 9,903 | -1.1% | 0.01% | -6.7% |
| Q1 2022 | $474,000 | +15.3% | 10,015 | +149.4% | 0.02% | +15.4% |
| Q4 2021 | $411,000 | -0.5% | 4,016 | -2.6% | 0.01% | -7.1% |
| Q3 2021 | $413,000 | -23.8% | 4,123 | -20.7% | 0.01% | -26.3% |
| Q2 2021 | $542,000 | -22.2% | 5,198 | -25.7% | 0.02% | -38.7% |
| Q1 2021 | $697,000 | -8.8% | 6,994 | -18.5% | 0.03% | +72.2% |
| Q4 2020 | $764,000 | +230.7% | 8,584 | +154.0% | 0.02% | +38.5% |
| Q3 2020 | $231,000 | -66.7% | 3,380 | -68.2% | 0.01% | -38.1% |
| Q2 2020 | $694,000 | -42.2% | 10,620 | -54.4% | 0.02% | -54.3% |
| Q1 2020 | $1,200,000 | -10.8% | 23,274 | +30.8% | 0.05% | -44.6% |
| Q4 2019 | $1,346,000 | -4.3% | 17,799 | -11.7% | 0.08% | -16.2% |
| Q3 2019 | $1,406,000 | -35.3% | 20,165 | -33.7% | 0.10% | -43.4% |
| Q2 2019 | $2,174,000 | -61.1% | 30,419 | -61.9% | 0.18% | -25.2% |
| Q1 2019 | $5,584,000 | +11.1% | 79,846 | -3.6% | 0.23% | -14.3% |
| Q4 2018 | $5,028,000 | +7.4% | 82,864 | +34.8% | 0.27% | +27.6% |
| Q3 2018 | $4,680,000 | +117.1% | 61,452 | +109.7% | 0.21% | +2.4% |
| Q2 2018 | $2,156,000 | -15.2% | 29,302 | -20.3% | 0.21% | -9.9% |
| Q1 2018 | $2,541,000 | -21.4% | 36,761 | -20.7% | 0.23% | +56.8% |
| Q4 2017 | $3,234,000 | +49.2% | 46,374 | +44.2% | 0.15% | +43.7% |
| Q3 2017 | $2,168,000 | +44.5% | 32,170 | +35.0% | 0.10% | +32.1% |
| Q1 2017 | $1,500,000 | +128.7% | 23,830 | +123.5% | 0.08% | +105.3% |
| Q4 2016 | $656,000 | – | 10,664 | – | 0.04% | – |
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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% |