SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 228 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 1.05 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,620,000 | -5.9% | 36,166 | -2.1% | 0.08% | -10.0% |
| Q2 2021 | $3,848,000 | +6.4% | 36,939 | +1.8% | 0.09% | -4.3% |
| Q1 2021 | $3,615,000 | +18.4% | 36,271 | +5.7% | 0.09% | +8.0% |
| Q4 2020 | $3,053,000 | +1030.7% | 34,299 | +769.2% | 0.09% | +866.7% |
| Q3 2020 | $270,000 | 0.0% | 3,946 | -4.5% | 0.01% | -18.2% |
| Q2 2020 | $270,000 | +21.6% | 4,133 | +29.8% | 0.01% | 0.0% |
| Q3 2019 | $222,000 | -29.3% | 3,184 | -29.0% | 0.01% | -31.2% |
| Q1 2019 | $314,000 | -16.0% | 4,484 | -11.7% | 0.02% | -40.7% |
| Q2 2018 | $374,000 | +8.4% | 5,077 | +1.7% | 0.03% | +12.5% |
| Q1 2018 | $345,000 | -3.4% | 4,990 | -2.7% | 0.02% | 0.0% |
| Q4 2017 | $357,000 | +6.9% | 5,126 | +3.5% | 0.02% | -7.7% |
| Q3 2017 | $334,000 | 0.0% | 4,954 | -5.3% | 0.03% | -10.3% |
| Q2 2017 | $334,000 | -10.7% | 5,233 | -11.9% | 0.03% | -9.4% |
| Q1 2017 | $374,000 | +17.6% | 5,943 | +15.1% | 0.03% | +10.3% |
| Q4 2016 | $318,000 | +56.7% | 5,165 | +46.1% | 0.03% | +52.6% |
| Q3 2016 | $203,000 | -15.8% | 3,535 | -25.6% | 0.02% | -24.0% |
| Q3 2015 | $241,000 | +1.7% | 4,753 | +15.2% | 0.02% | +8.7% |
| Q2 2015 | $237,000 | +9.2% | 4,125 | +1.8% | 0.02% | -17.9% |
| Q1 2014 | $217,000 | – | 4,051 | – | 0.03% | – |
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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% |