SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.75 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $152,000 | -39.9% | 2,994 | -31.9% | 0.32% | +37.5% |
| Q2 2015 | $253,000 | 0.0% | 4,395 | 0.0% | 0.23% | -1.7% |
| Q1 2015 | $253,000 | -33.8% | 4,395 | -36.6% | 0.24% | -44.5% |
| Q4 2014 | $382,000 | -12.0% | 6,927 | -18.0% | 0.42% | -21.2% |
| Q3 2014 | $434,000 | -9.2% | 8,452 | -3.0% | 0.54% | -13.8% |
| Q2 2014 | $478,000 | 0.0% | 8,715 | -2.3% | 0.62% | -10.7% |
| Q1 2014 | $478,000 | – | 8,924 | – | 0.70% | – |
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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% |