SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 336 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $721,000 | +19.2% | 9,538 | +10.0% | 0.05% | +4.4% |
| Q3 2019 | $605,000 | -13.3% | 8,670 | -11.2% | 0.04% | -18.2% |
| Q2 2019 | $698,000 | +8.7% | 9,767 | +6.5% | 0.06% | +3.8% |
| Q1 2019 | $642,000 | +17.6% | 9,175 | +1.9% | 0.05% | +3.9% |
| Q4 2018 | $546,000 | -20.2% | 9,000 | +0.2% | 0.05% | -22.7% |
| Q3 2018 | $684,000 | +2.9% | 8,986 | -0.6% | 0.07% | -4.3% |
| Q2 2018 | $665,000 | +8.0% | 9,042 | +1.5% | 0.07% | 0.0% |
| Q1 2018 | $616,000 | +2.7% | 8,904 | +3.6% | 0.07% | +6.2% |
| Q4 2017 | $600,000 | +14.3% | 8,598 | +10.2% | 0.06% | +10.2% |
| Q3 2017 | $525,000 | -6.7% | 7,799 | -11.5% | 0.06% | -10.6% |
| Q2 2017 | $563,000 | +0.4% | 8,816 | -1.1% | 0.07% | -4.3% |
| Q1 2017 | $561,000 | +8.5% | 8,914 | +6.0% | 0.07% | 0.0% |
| Q4 2016 | $517,000 | +15.4% | 8,412 | +8.1% | 0.07% | -6.8% |
| Q3 2016 | $448,000 | +6.4% | 7,785 | 0.0% | 0.07% | +2.8% |
| Q2 2016 | $421,000 | – | 7,785 | – | 0.07% | – |
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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% |