SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $303,795 | +6.4% | 6,810 | 0.0% | 0.02% | +4.5% |
Q1 2023 | $285,544 | +3.5% | 6,810 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $275,873 | +6.9% | 6,810 | 0.0% | 0.02% | -4.3% |
Q3 2022 | $258,000 | -4.4% | 6,810 | -1.5% | 0.02% | 0.0% |
Q2 2022 | $270,000 | -5.3% | 6,916 | +15.0% | 0.02% | +4.5% |
Q1 2022 | $285,000 | +37.7% | 6,016 | +198.0% | 0.02% | +46.7% |
Q4 2021 | $207,000 | +2.5% | 2,019 | 0.0% | 0.02% | -6.2% |
Q3 2021 | $202,000 | -3.8% | 2,019 | 0.0% | 0.02% | -5.9% |
Q2 2021 | $210,000 | -0.9% | 2,019 | -5.1% | 0.02% | -5.6% |
Q1 2021 | $212,000 | -85.4% | 2,128 | -88.9% | 0.02% | -89.2% |
Q4 2019 | $1,448,000 | +3.4% | 19,145 | -4.7% | 0.17% | -7.3% |
Q3 2019 | $1,400,000 | +1.2% | 20,083 | +3.7% | 0.18% | -2.2% |
Q2 2019 | $1,384,000 | +8.4% | 19,366 | +6.1% | 0.18% | +3.4% |
Q1 2019 | $1,277,000 | +76.9% | 18,258 | +53.4% | 0.18% | +56.6% |
Q4 2018 | $722,000 | -19.4% | 11,900 | +1.1% | 0.11% | -15.0% |
Q3 2018 | $896,000 | +4.4% | 11,765 | +0.9% | 0.13% | +0.8% |
Q2 2018 | $858,000 | +4.3% | 11,656 | -1.3% | 0.13% | +1.5% |
Q4 2017 | $823,000 | +34.9% | 11,807 | +30.4% | 0.13% | +28.7% |
Q3 2017 | $610,000 | +8.3% | 9,055 | +2.7% | 0.10% | +3.1% |
Q2 2017 | $563,000 | +6.0% | 8,814 | +4.6% | 0.10% | +1.0% |
Q1 2017 | $531,000 | +21.5% | 8,428 | +18.5% | 0.10% | +15.5% |
Q4 2016 | $437,000 | – | 7,112 | – | 0.08% | – |
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% |