SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $52,000 | +15.6% | 511 | +13.3% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | -2.2% | 451 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $46,000 | +4.5% | 451 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | +4.8% | 451 | -5.8% | 0.00% | 0.0% |
| Q4 2020 | $42,000 | -34.4% | 479 | -49.4% | 0.00% | -40.0% |
| Q3 2020 | $64,000 | +357.1% | 946 | +332.0% | 0.01% | +400.0% |
| Q2 2020 | $14,000 | +27.3% | 219 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -31.2% | 219 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | -50.0% | 219 | -53.6% | 0.00% | -66.7% |
| Q3 2019 | $32,000 | -63.6% | 472 | -62.0% | 0.00% | -62.5% |
| Q2 2019 | $88,000 | +388.9% | 1,242 | +358.3% | 0.01% | +300.0% |
| Q1 2019 | $18,000 | – | 271 | +1984.6% | 0.00% | – |
| Q4 2018 | $0 | – | 13 | +85.7% | 0.00% | – |
| Q3 2018 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | – | 7 | +75.0% | 0.00% | – |
| Q3 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2014 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2014 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q4 2013 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2013 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2013 | $0 | – | 4 | – | 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% |