SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 291 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $988,000 | +6.5% | 13,433 | 0.0% | 0.09% | +1.1% |
Q1 2018 | $928,000 | -0.9% | 13,433 | +0.0% | 0.09% | -5.4% |
Q4 2017 | $936,000 | +3.5% | 13,430 | +0.0% | 0.09% | -6.1% |
Q3 2017 | $904,000 | +502.7% | 13,426 | +471.6% | 0.10% | +476.5% |
Q2 2017 | $150,000 | +2.0% | 2,349 | +0.1% | 0.02% | -5.6% |
Q1 2017 | $147,000 | +2.1% | 2,347 | +0.1% | 0.02% | -5.3% |
Q4 2016 | $144,000 | – | 2,344 | – | 0.02% | – |
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% |