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 | $1,237,699 | -54.6% | 29,882 | -52.0% | 0.00% | 0.0% |
| Q2 2023 | $2,728,974 | -66.7% | 62,306 | -29.1% | 0.00% | -66.7% |
| Q1 2023 | $8,202,090 | +850.6% | 87,898 | +106.3% | 0.01% | +200.0% |
| Q4 2022 | $862,795 | -41.5% | 42,611 | +9.3% | 0.00% | -25.0% |
| Q3 2022 | $1,474,000 | -3.0% | 38,989 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $1,520,000 | -12.9% | 38,966 | +5.7% | 0.00% | 0.0% |
| Q1 2022 | $1,746,000 | +52.8% | 36,857 | +230.1% | 0.00% | +100.0% |
| Q4 2021 | $1,143,000 | +2.4% | 11,164 | +0.2% | 0.00% | -33.3% |
| Q3 2021 | $1,116,000 | -11.4% | 11,146 | -7.7% | 0.00% | 0.0% |
| Q2 2021 | $1,259,000 | -0.7% | 12,082 | -5.0% | 0.00% | 0.0% |
| Q1 2021 | $1,268,000 | +49.7% | 12,719 | +33.7% | 0.00% | +50.0% |
| Q4 2020 | $847,000 | +27.2% | 9,513 | -2.4% | 0.00% | 0.0% |
| Q3 2020 | $666,000 | -13.2% | 9,746 | -34.5% | 0.00% | -33.3% |
| Q1 2020 | $767,000 | -41.2% | 14,883 | -13.7% | 0.00% | -25.0% |
| Q4 2019 | $1,304,000 | -5.4% | 17,241 | -12.8% | 0.00% | -20.0% |
| Q3 2019 | $1,379,000 | -12.0% | 19,771 | -9.8% | 0.01% | 0.0% |
| Q2 2019 | $1,567,000 | +9.2% | 21,919 | +6.8% | 0.01% | -16.7% |
| Q1 2019 | $1,435,000 | +3.4% | 20,524 | -10.3% | 0.01% | 0.0% |
| Q4 2018 | $1,388,000 | -32.3% | 22,869 | -15.0% | 0.01% | -25.0% |
| Q3 2018 | $2,049,000 | +1.9% | 26,900 | -1.6% | 0.01% | 0.0% |
| Q2 2018 | $2,011,000 | +8.3% | 27,332 | +1.8% | 0.01% | 0.0% |
| Q1 2018 | $1,857,000 | -34.7% | 26,860 | -34.1% | 0.01% | -33.3% |
| Q4 2017 | $2,844,000 | -8.2% | 40,777 | -11.3% | 0.01% | -14.3% |
| Q3 2017 | $3,098,000 | +189.5% | 45,974 | +174.5% | 0.01% | +100.0% |
| Q2 2017 | $1,070,000 | +16.7% | 16,746 | +15.0% | 0.01% | +16.7% |
| Q1 2017 | $917,000 | – | 14,566 | – | 0.01% | – |
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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% |