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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,379,000 | +9.7% | 57,895 | +1.1% | 1.34% | +0.7% |
| Q3 2019 | $3,993,000 | -2.5% | 57,258 | -0.1% | 1.34% | -13.0% |
| Q2 2019 | $4,096,000 | +2.9% | 57,300 | +0.6% | 1.53% | +0.1% |
| Q1 2019 | $3,981,000 | +26.8% | 56,932 | +10.0% | 1.53% | +10.1% |
| Q4 2018 | $3,140,000 | -18.4% | 51,747 | +2.5% | 1.39% | -8.2% |
| Q3 2018 | $3,846,000 | +2.0% | 50,489 | -1.5% | 1.52% | -3.4% |
| Q2 2018 | $3,771,000 | +6.3% | 51,255 | -0.2% | 1.57% | +5.9% |
| Q1 2018 | $3,549,000 | -0.6% | 51,344 | +0.2% | 1.48% | -1.0% |
| Q4 2017 | $3,572,000 | +2.3% | 51,219 | -1.2% | 1.50% | -1.6% |
| Q3 2017 | $3,492,000 | +3.7% | 51,838 | -1.7% | 1.52% | +2.1% |
| Q2 2017 | $3,369,000 | +1.4% | 52,714 | -0.1% | 1.49% | +0.1% |
| Q1 2017 | $3,324,000 | +11.6% | 52,772 | +8.9% | 1.49% | +7.6% |
| Q4 2016 | $2,979,000 | +4.2% | 48,456 | -2.4% | 1.38% | +41.8% |
| Q3 2016 | $2,858,000 | +3.2% | 49,660 | -3.1% | 0.98% | +8.1% |
| Q2 2016 | $2,769,000 | +3.1% | 51,249 | -0.7% | 0.90% | -9.7% |
| Q1 2016 | $2,687,000 | +11.8% | 51,628 | +11.9% | 1.00% | +10.4% |
| Q4 2015 | $2,403,000 | – | 46,138 | – | 0.91% | – |
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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% |