SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 228 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 1.05 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $8,434,000 | -26.2% | 138,993 | -7.4% | 4.91% | -10.2% |
| Q3 2018 | $11,432,000 | +3.5% | 150,083 | -0.1% | 5.47% | -3.8% |
| Q2 2018 | $11,048,000 | +6.5% | 150,165 | +0.0% | 5.69% | +3.9% |
| Q1 2018 | $10,377,000 | -4.7% | 150,103 | -3.9% | 5.47% | +2.3% |
| Q4 2017 | $10,891,000 | +2.3% | 156,167 | -1.2% | 5.35% | -0.9% |
| Q3 2017 | $10,649,000 | +4.4% | 158,062 | -1.0% | 5.40% | +2.7% |
| Q2 2017 | $10,199,000 | +2.2% | 159,584 | +0.7% | 5.26% | -2.0% |
| Q1 2017 | $9,979,000 | +2.8% | 158,446 | +0.3% | 5.37% | -3.7% |
| Q4 2016 | $9,709,000 | +8.9% | 157,925 | +2.0% | 5.58% | +4.0% |
| Q3 2016 | $8,914,000 | +4.2% | 154,897 | -2.1% | 5.36% | +1.9% |
| Q2 2016 | $8,552,000 | +1.8% | 158,279 | -1.9% | 5.26% | -1.8% |
| Q1 2016 | $8,400,000 | +3.4% | 161,413 | +3.4% | 5.36% | +9.5% |
| Q4 2015 | $8,127,000 | -4.8% | 156,044 | -7.1% | 4.89% | -7.5% |
| Q3 2015 | $8,536,000 | – | 168,055 | – | 5.29% | – |
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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% |