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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $116,000 | -2.5% | 3,081 | +0.3% | 0.04% | -2.5% |
Q2 2022 | $119,000 | -15.0% | 3,071 | +3.5% | 0.04% | +2.6% |
Q1 2022 | $140,000 | -89.4% | 2,968 | -76.9% | 0.04% | -89.5% |
Q4 2021 | $1,317,000 | +2.7% | 12,865 | +0.5% | 0.37% | -3.9% |
Q3 2021 | $1,282,000 | -5.5% | 12,807 | -1.6% | 0.39% | -4.2% |
Q2 2021 | $1,356,000 | +4.7% | 13,019 | +0.2% | 0.40% | -0.5% |
Q1 2021 | $1,295,000 | -12.3% | 12,993 | -21.7% | 0.40% | -15.6% |
Q4 2020 | $1,476,000 | +30.4% | 16,587 | +0.1% | 0.48% | +14.6% |
Q3 2020 | $1,132,000 | +3.4% | 16,571 | -1.2% | 0.42% | +5.0% |
Q2 2020 | $1,095,000 | -38.4% | 16,768 | -51.5% | 0.40% | -43.0% |
Q1 2020 | $1,779,000 | -21.4% | 34,538 | +15.6% | 0.70% | -6.8% |
Q4 2019 | $2,262,000 | +8.2% | 29,865 | -0.4% | 0.75% | +1.5% |
Q3 2019 | $2,090,000 | -1.8% | 29,977 | +0.7% | 0.74% | -3.8% |
Q2 2019 | $2,128,000 | +88.7% | 29,783 | +84.6% | 0.77% | +88.9% |
Q1 2019 | $1,128,000 | +23.4% | 16,132 | +6.3% | 0.41% | +7.1% |
Q4 2018 | $914,000 | -24.8% | 15,176 | -5.0% | 0.38% | -19.5% |
Q3 2018 | $1,216,000 | -20.6% | 15,974 | -23.3% | 0.47% | -22.6% |
Q2 2018 | $1,532,000 | +10.5% | 20,834 | +3.8% | 0.61% | +5.9% |
Q1 2018 | $1,387,000 | +927.4% | 20,067 | +935.4% | 0.58% | +876.3% |
Q4 2017 | $135,000 | +1025.0% | 1,938 | +920.0% | 0.06% | +883.3% |
Q3 2017 | $12,000 | – | 190 | – | 0.01% | – |
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% |