SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $94,000 | +4.4% | 900 | 0.0% | 0.05% | +28.9% |
| Q1 2021 | $90,000 | +12.5% | 900 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $80,000 | +31.1% | 900 | 0.0% | 0.04% | +22.6% |
| Q3 2020 | $61,000 | +3.4% | 900 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $59,000 | +28.3% | 900 | 0.0% | 0.03% | +6.9% |
| Q1 2020 | $46,000 | -69.5% | 900 | -54.8% | 0.03% | -57.4% |
| Q4 2019 | $151,000 | +8.6% | 1,992 | 0.0% | 0.07% | +6.2% |
| Q3 2019 | $139,000 | +3.0% | 1,992 | +5.3% | 0.06% | +3.2% |
| Q2 2019 | $135,000 | +10.7% | 1,892 | +8.3% | 0.06% | +17.0% |
| Q1 2019 | $122,000 | +15.1% | 1,747 | 0.0% | 0.05% | +6.0% |
| Q4 2018 | $106,000 | -20.3% | 1,747 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $133,000 | +7.3% | 1,747 | +4.0% | 0.05% | -2.0% |
| Q2 2018 | $124,000 | +6.9% | 1,680 | 0.0% | 0.05% | +54.5% |
| Q1 2018 | $116,000 | -0.9% | 1,680 | 0.0% | 0.03% | -2.9% |
| Q4 2017 | $117,000 | +18.2% | 1,680 | +13.9% | 0.03% | +3.0% |
| Q3 2017 | $99,000 | – | 1,475 | – | 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% |