SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $214,000 | -76.0% | 4,528 | -61.6% | 0.00% | -90.0% |
| Q4 2019 | $891,000 | +2.9% | 11,783 | -5.2% | 0.03% | 0.0% |
| Q3 2019 | $866,000 | -2.7% | 12,424 | -0.2% | 0.03% | +7.1% |
| Q2 2019 | $890,000 | -0.4% | 12,450 | -2.6% | 0.03% | -3.4% |
| Q1 2019 | $894,000 | +15.4% | 12,780 | 0.0% | 0.03% | +7.4% |
| Q4 2018 | $775,000 | -21.2% | 12,780 | -1.0% | 0.03% | -12.9% |
| Q3 2018 | $983,000 | +8.7% | 12,909 | +5.1% | 0.03% | +6.9% |
| Q2 2018 | $904,000 | -5.9% | 12,284 | -11.7% | 0.03% | -6.5% |
| Q1 2018 | $961,000 | -3.4% | 13,906 | -2.5% | 0.03% | -6.1% |
| Q4 2017 | $995,000 | -5.7% | 14,264 | -8.9% | 0.03% | -10.8% |
| Q3 2017 | $1,055,000 | +157.9% | 15,656 | +144.9% | 0.04% | +131.2% |
| Q2 2017 | $409,000 | -0.7% | 6,392 | -2.2% | 0.02% | -5.9% |
| Q1 2017 | $412,000 | -30.8% | 6,537 | -42.7% | 0.02% | -34.6% |
| Q4 2015 | $595,000 | +2.9% | 11,415 | +0.4% | 0.03% | +4.0% |
| Q3 2015 | $578,000 | -13.1% | 11,371 | -1.7% | 0.02% | -3.8% |
| Q2 2015 | $665,000 | -2.1% | 11,563 | -1.9% | 0.03% | 0.0% |
| Q1 2015 | $679,000 | -0.7% | 11,788 | -5.0% | 0.03% | 0.0% |
| Q4 2014 | $684,000 | +16.3% | 12,407 | +8.4% | 0.03% | +18.2% |
| Q3 2014 | $588,000 | -3.8% | 11,447 | +2.7% | 0.02% | -4.3% |
| Q2 2014 | $611,000 | +14.8% | 11,144 | +12.3% | 0.02% | +9.5% |
| Q1 2014 | $532,000 | +6.8% | 9,921 | +4.7% | 0.02% | +10.5% |
| Q4 2013 | $498,000 | +16.1% | 9,480 | +6.5% | 0.02% | +11.8% |
| Q3 2013 | $429,000 | +18.5% | 8,904 | +8.2% | 0.02% | +13.3% |
| Q2 2013 | $362,000 | – | 8,229 | – | 0.02% | – |
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% |