SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $344,000 | -90.8% | 4,926 | -90.0% | 0.29% | -91.5% |
| Q3 2018 | $3,754,000 | -50.7% | 49,283 | -52.4% | 3.43% | -54.7% |
| Q2 2018 | $7,614,000 | +117.2% | 103,492 | +104.1% | 7.56% | +119.3% |
| Q1 2018 | $3,506,000 | +23.9% | 50,710 | +10.2% | 3.45% | +59.9% |
| Q4 2016 | $2,829,000 | -51.1% | 46,015 | -54.2% | 2.16% | -51.5% |
| Q3 2016 | $5,782,000 | +126.0% | 100,466 | +112.2% | 4.45% | +122.4% |
| Q2 2016 | $2,558,000 | +83.8% | 47,335 | +95.4% | 2.00% | +57.5% |
| Q2 2015 | $1,392,000 | -70.8% | 24,219 | -72.0% | 1.27% | -65.3% |
| Q4 2014 | $4,761,000 | – | 86,371 | – | 3.66% | – |
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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% |