SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.33 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $3,075,000 | -5.3% | 48,823 | -7.6% | 1.84% | -5.3% |
| Q4 2016 | $3,248,000 | +13.7% | 52,832 | +6.4% | 1.95% | +9.6% |
| Q3 2016 | $2,857,000 | -4.0% | 49,650 | -9.9% | 1.78% | -35.4% |
| Q2 2016 | $2,977,000 | -18.3% | 55,102 | -21.3% | 2.75% | -20.4% |
| Q1 2016 | $3,644,000 | -13.2% | 70,030 | -13.1% | 3.46% | -14.1% |
| Q4 2015 | $4,196,000 | – | 80,553 | – | 4.02% | – |
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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% |