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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $598,395 | -94.7% | 14,447 | -94.4% | 2.09% | -86.7% |
Q2 2023 | $11,280,340 | +1863.7% | 257,542 | +1779.9% | 15.75% | +1305.9% |
Q1 2023 | $574,441 | -3.0% | 13,700 | -6.3% | 1.12% | +29.0% |
Q4 2022 | $592,013 | +6.5% | 14,614 | -0.7% | 0.87% | -45.3% |
Q3 2022 | $556,000 | -10.8% | 14,710 | -7.9% | 1.59% | -56.2% |
Q2 2022 | $623,000 | -22.7% | 15,972 | -6.2% | 3.62% | +223.1% |
Q1 2022 | $806,000 | +4.5% | 17,032 | +126.2% | 1.12% | +45.1% |
Q4 2021 | $771,000 | -94.4% | 7,530 | -94.5% | 0.77% | -93.4% |
Q3 2021 | $13,692,000 | +94.8% | 136,780 | +102.8% | 11.78% | +118.4% |
Q2 2021 | $7,027,000 | -47.9% | 67,449 | -50.2% | 5.40% | -69.4% |
Q1 2021 | $13,497,000 | +22.2% | 135,419 | +9.2% | 17.65% | +63.8% |
Q4 2020 | $11,041,000 | +1826.9% | 124,058 | +1378.5% | 10.77% | +1101.0% |
Q3 2020 | $573,000 | -93.7% | 8,391 | -93.9% | 0.90% | -91.8% |
Q2 2020 | $9,052,000 | +2045.0% | 138,536 | +1590.7% | 10.90% | +411.6% |
Q1 2020 | $422,000 | -94.6% | 8,194 | -92.1% | 2.13% | -78.5% |
Q4 2019 | $7,801,000 | -6.4% | 103,134 | -13.7% | 9.90% | +2.3% |
Q3 2019 | $8,331,000 | +1893.1% | 119,479 | +1944.5% | 9.67% | +1971.3% |
Q2 2019 | $418,000 | -95.4% | 5,844 | -95.5% | 0.47% | -94.6% |
Q1 2019 | $9,050,000 | -2.0% | 129,410 | +6.8% | 8.72% | -10.9% |
Q3 2018 | $9,230,000 | +6.2% | 121,170 | +2.6% | 9.78% | -14.4% |
Q2 2018 | $8,689,000 | +7.0% | 118,108 | +0.5% | 11.42% | +22.3% |
Q1 2018 | $8,124,000 | +2.5% | 117,511 | +3.4% | 9.34% | +18.7% |
Q4 2017 | $7,929,000 | +7.3% | 113,691 | +3.7% | 7.86% | -0.9% |
Q3 2017 | $7,387,000 | +4.1% | 109,649 | -1.2% | 7.93% | -1.1% |
Q2 2017 | $7,093,000 | +0.9% | 110,986 | -0.5% | 8.02% | -1.2% |
Q1 2017 | $7,028,000 | -1.5% | 111,586 | -3.9% | 8.12% | -13.8% |
Q4 2016 | $7,136,000 | +175.9% | 116,072 | +158.4% | 9.42% | +202.1% |
Q3 2016 | $2,586,000 | – | 44,927 | – | 3.12% | – |
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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% |