SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $610,000 | -1.9% | 16,149 | +3.1% | 0.03% | 0.0% |
| Q2 2022 | $622,000 | -16.4% | 15,659 | +0.2% | 0.03% | -10.3% |
| Q1 2022 | $744,000 | +36.8% | 15,631 | +40.3% | 0.03% | -40.8% |
| Q1 2020 | $544,000 | -59.7% | 11,144 | -37.5% | 0.05% | -49.5% |
| Q4 2019 | $1,349,000 | -37.1% | 17,836 | -43.1% | 0.10% | -40.5% |
| Q3 2019 | $2,145,000 | -13.0% | 31,329 | -9.0% | 0.16% | -12.4% |
| Q2 2019 | $2,465,000 | +84.0% | 34,414 | +80.9% | 0.19% | +64.6% |
| Q1 2019 | $1,340,000 | +7.1% | 19,026 | -2.6% | 0.11% | +1.8% |
| Q4 2018 | $1,251,000 | +9.9% | 19,528 | +30.7% | 0.11% | -21.8% |
| Q3 2018 | $1,138,000 | +56.7% | 14,942 | +7.3% | 0.14% | -70.8% |
| Q4 2015 | $726,000 | +25.4% | 13,930 | +22.1% | 0.49% | +119.4% |
| Q3 2015 | $579,000 | -100.0% | 11,409 | -69.2% | 0.22% | -78.7% |
| Q2 2015 | $2,129,749,000 | +1.2% | 37,052 | +1.4% | 1.04% | -11.3% |
| Q1 2015 | $2,103,570,000 | -13.8% | 36,533 | -17.5% | 1.18% | +4.0% |
| Q4 2014 | $2,440,162,000 | +19.8% | 44,270 | +11.7% | 1.13% | +6.2% |
| Q3 2014 | $2,037,188,000 | -6.5% | 39,634 | -0.3% | 1.06% | -0.7% |
| Q2 2014 | $2,177,985,000 | – | 39,737 | – | 1.07% | – |
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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% |