SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.75 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $3,301,000 | -43.9% | 61,091 | -46.0% | 0.54% | -12.1% |
| Q1 2016 | $5,887,000 | +6.2% | 113,116 | +6.3% | 0.62% | +4.7% |
| Q4 2015 | $5,541,000 | +19.0% | 106,380 | +16.0% | 0.59% | +12.1% |
| Q3 2015 | $4,657,000 | -19.5% | 91,699 | -8.9% | 0.53% | -14.0% |
| Q2 2015 | $5,785,000 | +163.0% | 100,652 | +163.4% | 0.61% | +159.7% |
| Q1 2015 | $2,200,000 | +45.3% | 38,209 | +39.1% | 0.24% | +38.0% |
| Q4 2014 | $1,514,000 | +26.1% | 27,475 | +17.6% | 0.17% | +18.8% |
| Q3 2014 | $1,201,000 | +36.0% | 23,364 | +45.0% | 0.14% | +29.7% |
| Q2 2014 | $883,000 | -33.9% | 16,112 | -35.3% | 0.11% | -41.0% |
| Q1 2014 | $1,335,000 | -30.1% | 24,903 | -31.5% | 0.19% | +27.9% |
| Q4 2013 | $1,910,000 | +667.1% | 36,376 | +605.4% | 0.15% | +241.9% |
| Q3 2013 | $249,000 | +20.3% | 5,157 | +9.7% | 0.04% | +4.9% |
| Q2 2013 | $207,000 | – | 4,701 | – | 0.04% | – |
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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% |