SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $125,000 | +5.0% | 1,221 | +2.5% | 0.09% | -3.3% |
Q3 2021 | $119,000 | +495.0% | 1,191 | +495.5% | 0.09% | +718.2% |
Q1 2021 | $20,000 | -98.2% | 200 | -99.1% | 0.01% | -99.0% |
Q1 2020 | $1,140,000 | -22.9% | 22,129 | +13.2% | 1.10% | +22.0% |
Q4 2019 | $1,479,000 | +5.2% | 19,552 | -3.0% | 0.90% | +9.2% |
Q3 2019 | $1,406,000 | -10.8% | 20,165 | -8.6% | 0.82% | -7.4% |
Q2 2019 | $1,577,000 | -10.1% | 22,064 | -12.1% | 0.89% | -11.2% |
Q1 2019 | $1,755,000 | +2.4% | 25,103 | -11.1% | 1.00% | +2.1% |
Q4 2018 | $1,714,000 | -20.5% | 28,250 | -0.2% | 0.98% | -0.1% |
Q3 2018 | $2,156,000 | +2.7% | 28,302 | -0.9% | 0.98% | -3.7% |
Q2 2018 | $2,100,000 | +17.8% | 28,551 | +10.7% | 1.02% | +11.5% |
Q1 2018 | $1,783,000 | +13.9% | 25,795 | +15.0% | 0.91% | +19.6% |
Q4 2017 | $1,565,000 | +53.6% | 22,435 | +48.3% | 0.76% | +48.1% |
Q3 2017 | $1,019,000 | +35.5% | 15,125 | +28.6% | 0.52% | +44.1% |
Q2 2017 | $752,000 | +66.0% | 11,759 | +63.3% | 0.36% | +43.8% |
Q1 2017 | $453,000 | +17.1% | 7,199 | +14.4% | 0.25% | +23.3% |
Q4 2016 | $387,000 | +36.3% | 6,294 | +27.7% | 0.20% | +32.0% |
Q3 2016 | $284,000 | +19.3% | 4,929 | +12.0% | 0.15% | +15.9% |
Q2 2016 | $238,000 | +14.4% | 4,402 | +10.3% | 0.13% | +21.1% |
Q1 2016 | $208,000 | – | 3,992 | – | 0.11% | – |
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% |