SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 291 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $666,000 | -8.1% | 10,573 | -10.3% | 0.09% | -14.8% |
| Q4 2016 | $725,000 | -16.9% | 11,787 | -22.2% | 0.11% | -19.4% |
| Q3 2016 | $872,000 | -28.0% | 15,150 | -32.4% | 0.13% | -32.7% |
| Q2 2016 | $1,211,000 | -12.8% | 22,415 | -16.0% | 0.20% | -17.1% |
| Q1 2016 | $1,389,000 | -8.7% | 26,692 | -8.6% | 0.24% | -26.6% |
| Q4 2015 | $1,522,000 | +467.9% | 29,215 | +454.6% | 0.33% | +410.9% |
| Q3 2015 | $268,000 | -28.2% | 5,268 | -18.9% | 0.06% | -25.6% |
| Q2 2015 | $373,000 | -2.6% | 6,497 | -2.2% | 0.09% | -2.3% |
| Q1 2015 | $383,000 | 0.0% | 6,643 | -4.3% | 0.09% | -6.4% |
| Q4 2014 | $383,000 | +22.4% | 6,940 | +13.9% | 0.09% | +13.3% |
| Q3 2014 | $313,000 | -38.9% | 6,092 | -34.8% | 0.08% | -36.2% |
| Q2 2014 | $512,000 | +11.5% | 9,345 | +9.0% | 0.13% | +6.6% |
| Q1 2014 | $459,000 | +10.6% | 8,571 | +8.5% | 0.12% | -0.8% |
| Q4 2013 | $415,000 | -3.3% | 7,903 | -11.3% | 0.12% | -11.5% |
| Q3 2013 | $429,000 | +43.0% | 8,907 | +30.5% | 0.14% | +27.5% |
| Q2 2013 | $300,000 | – | 6,823 | – | 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% |