SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $707,000 | +46.7% | 10,815 | +15.7% | 0.33% | +51.1% |
| Q1 2020 | $482,000 | -57.2% | 9,351 | -37.2% | 0.22% | -29.8% |
| Q4 2019 | $1,126,000 | +39.4% | 14,887 | +28.4% | 0.31% | +109.4% |
| Q3 2019 | $808,000 | -1.8% | 11,591 | +0.7% | 0.15% | +2.1% |
| Q2 2019 | $823,000 | +9.6% | 11,510 | +7.1% | 0.15% | +12.3% |
| Q1 2019 | $751,000 | +31.3% | 10,746 | +13.9% | 0.13% | +11.1% |
| Q4 2018 | $572,000 | -39.9% | 9,435 | -24.4% | 0.12% | -43.5% |
| Q3 2018 | $951,000 | +0.1% | 12,484 | -3.3% | 0.21% | -3.7% |
| Q2 2018 | $950,000 | – | 12,907 | – | 0.22% | – |
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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% |