SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 440 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,161 | -5.1% | 414 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $18,080 | +4.8% | 412 | +0.2% | 0.00% | -50.0% |
| Q1 2023 | $17,247 | +101352.9% | 411 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $17 | -99.9% | 409 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 407 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -15.8% | 406 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | -9.5% | 404 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | +5.0% | 202 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | -4.8% | 201 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +11.1% | 200 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +28.6% | 199 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 199 | +0.5% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +30.0% | 198 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $10,000 | -33.3% | 198 | +0.5% | 0.00% | -50.0% |
| Q4 2019 | $15,000 | +50.0% | 197 | +38.7% | 0.00% | +100.0% |
| Q4 2017 | $10,000 | 0.0% | 142 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $10,000 | +11.1% | 142 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | – | 142 | – | 0.00% | – |
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% |