SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 2.42 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,676,000 | -33.0% | 39,721 | -35.9% | 0.22% | -26.6% |
| Q2 2017 | $3,992,000 | -11.6% | 62,011 | -14.5% | 0.30% | -11.1% |
| Q1 2017 | $4,518,000 | -0.5% | 72,512 | -1.1% | 0.34% | -3.1% |
| Q4 2016 | $4,539,000 | +24.8% | 73,283 | +11.0% | 0.35% | +22.1% |
| Q3 2016 | $3,636,000 | 0.0% | 66,046 | +1.8% | 0.29% | +2.8% |
| Q2 2016 | $3,636,000 | +6.1% | 64,878 | -0.8% | 0.28% | -5.7% |
| Q1 2016 | $3,427,000 | +15.2% | 65,398 | +1.2% | 0.30% | +22.1% |
| Q4 2015 | $2,976,000 | -14.1% | 64,621 | +2.1% | 0.24% | -23.5% |
| Q3 2015 | $3,466,000 | +0.7% | 63,267 | +3.3% | 0.32% | +3.2% |
| Q2 2015 | $3,441,000 | +7.4% | 61,261 | +7.8% | 0.31% | +8.4% |
| Q1 2015 | $3,205,000 | -99.9% | 56,828 | +6.2% | 0.28% | +39.7% |
| Q4 2014 | $2,885,906,000 | +106666.8% | 53,522 | +1.8% | 0.20% | -1.0% |
| Q3 2014 | $2,703,000 | -5.2% | 52,559 | +1.0% | 0.21% | -8.0% |
| Q2 2014 | $2,852,000 | +6.2% | 52,027 | +5.6% | 0.22% | -3.0% |
| Q1 2014 | $2,686,000 | +13.4% | 49,251 | +9.0% | 0.23% | +9.5% |
| Q4 2013 | $2,369,000 | +13.5% | 45,185 | +5.4% | 0.21% | +3.9% |
| Q3 2013 | $2,088,000 | +4.1% | 42,881 | -5.8% | 0.20% | -18.1% |
| Q2 2013 | $2,006,000 | – | 45,530 | – | 0.25% | – |
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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% |