SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $258,000 | +6.2% | 3,825 | +0.7% | 0.01% | 0.0% |
| Q2 2017 | $243,000 | -9.7% | 3,800 | -11.1% | 0.01% | -16.7% |
| Q1 2017 | $269,000 | -18.5% | 4,275 | -20.3% | 0.01% | -14.3% |
| Q4 2016 | $330,000 | +6.8% | 5,364 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $309,000 | +28.8% | 5,364 | +20.9% | 0.01% | +16.7% |
| Q2 2016 | $240,000 | +3.9% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $231,000 | 0.0% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $231,000 | +2.7% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $225,000 | -11.8% | 4,437 | 0.0% | 0.01% | -14.3% |
| Q2 2015 | $255,000 | 0.0% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $255,000 | +4.1% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $245,000 | +7.5% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $228,000 | -6.2% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $243,000 | -8.3% | 4,437 | -10.1% | 0.01% | -12.5% |
| Q1 2014 | $265,000 | +2.3% | 4,937 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $259,000 | +8.8% | 4,937 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $238,000 | +9.7% | 4,937 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $217,000 | – | 4,937 | – | 0.01% | – |
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% |