SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $677,000 | -4.2% | 6,764 | -0.4% | 0.12% | -4.1% |
Q2 2021 | $707,000 | -3.2% | 6,790 | -7.3% | 0.12% | -6.8% |
Q1 2021 | $730,000 | +7.4% | 7,328 | -4.0% | 0.13% | +10.9% |
Q4 2020 | $680,000 | +30.0% | 7,635 | -0.3% | 0.12% | +22.7% |
Q3 2020 | $523,000 | -3.7% | 7,655 | -7.9% | 0.10% | -4.0% |
Q2 2020 | $543,000 | +11.0% | 8,310 | -12.4% | 0.10% | +4.1% |
Q1 2020 | $489,000 | -32.0% | 9,489 | -0.2% | 0.10% | -18.5% |
Q4 2019 | $719,000 | +5.0% | 9,504 | -3.2% | 0.12% | -0.8% |
Q3 2019 | $685,000 | -4.6% | 9,820 | -2.2% | 0.12% | -3.2% |
Q2 2019 | $718,000 | +2.0% | 10,038 | -0.4% | 0.12% | -0.8% |
Q1 2019 | $704,000 | +21.2% | 10,074 | +5.3% | 0.12% | +14.7% |
Q4 2018 | $581,000 | -9.8% | 9,570 | +13.3% | 0.11% | -4.4% |
Q3 2018 | $644,000 | -0.2% | 8,450 | -3.6% | 0.11% | -8.1% |
Q2 2018 | $645,000 | -22.7% | 8,770 | -27.3% | 0.12% | -24.8% |
Q1 2018 | $834,000 | -17.5% | 12,070 | -16.7% | 0.16% | -13.2% |
Q4 2017 | $1,011,000 | -12.9% | 14,494 | -15.9% | 0.19% | -15.6% |
Q3 2017 | $1,161,000 | -0.8% | 17,239 | -5.8% | 0.22% | -5.9% |
Q2 2017 | $1,170,000 | -4.3% | 18,306 | -5.7% | 0.24% | -10.5% |
Q1 2017 | $1,223,000 | -2.5% | 19,416 | -4.9% | 0.27% | -9.8% |
Q4 2016 | $1,255,000 | -5.6% | 20,410 | -11.7% | 0.30% | -11.1% |
Q3 2016 | $1,330,000 | -26.7% | 23,116 | -31.2% | 0.33% | -32.9% |
Q2 2016 | $1,815,000 | -0.1% | 33,588 | -3.8% | 0.50% | -19.9% |
Q1 2016 | $1,816,000 | -8.6% | 34,903 | -8.5% | 0.62% | -42.3% |
Q4 2015 | $1,986,000 | -7.0% | 38,125 | -9.4% | 1.07% | +7.1% |
Q3 2015 | $2,136,000 | -14.9% | 42,063 | -3.7% | 1.00% | -9.0% |
Q2 2015 | $2,510,000 | -8.8% | 43,665 | -8.7% | 1.10% | -6.1% |
Q1 2015 | $2,753,000 | -2.1% | 47,808 | -6.3% | 1.17% | -3.1% |
Q4 2014 | $2,813,000 | +19.2% | 51,027 | +11.2% | 1.21% | +7.6% |
Q3 2014 | $2,359,000 | +15.6% | 45,889 | +23.3% | 1.12% | +15.3% |
Q2 2014 | $2,040,000 | +68.0% | 37,216 | +64.3% | 0.98% | +63.8% |
Q1 2014 | $1,214,000 | +186.3% | 22,648 | +180.7% | 0.60% | +186.5% |
Q4 2013 | $424,000 | – | 8,069 | – | 0.21% | – |
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% |