SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577,268 | -7.8% | 13,937 | -2.5% | 0.06% | -21.5% |
| Q2 2023 | $625,835 | +13.7% | 14,288 | +8.9% | 0.08% | +31.7% |
| Q1 2023 | $550,205 | -31.6% | 13,122 | -33.9% | 0.06% | -34.1% |
| Q4 2022 | $804,606 | +4.0% | 19,862 | -3.0% | 0.09% | +5.8% |
| Q3 2022 | $774,000 | -4.6% | 20,473 | -1.5% | 0.09% | +1.2% |
| Q2 2022 | $811,000 | -11.6% | 20,795 | +7.4% | 0.08% | -1.2% |
| Q1 2022 | $917,000 | -3.9% | 19,362 | +107.9% | 0.09% | -2.3% |
| Q4 2021 | $954,000 | -12.9% | 9,314 | -14.8% | 0.09% | -14.6% |
| Q3 2021 | $1,095,000 | -3.5% | 10,934 | +0.3% | 0.10% | -3.7% |
| Q2 2021 | $1,135,000 | +13.6% | 10,899 | +8.8% | 0.11% | +2.9% |
| Q1 2021 | $999,000 | +13.7% | 10,019 | +1.4% | 0.10% | +4.0% |
| Q4 2020 | $879,000 | -56.0% | 9,879 | -66.2% | 0.10% | -63.4% |
| Q3 2020 | $1,997,000 | -7.6% | 29,230 | -11.6% | 0.27% | -14.2% |
| Q2 2020 | $2,161,000 | +7.7% | 33,070 | -15.1% | 0.32% | -9.4% |
| Q1 2020 | $2,006,000 | -36.8% | 38,931 | -7.2% | 0.35% | -34.3% |
| Q4 2019 | $3,172,000 | +18.0% | 41,938 | +8.8% | 0.53% | +9.7% |
| Q3 2019 | $2,687,000 | -0.0% | 38,537 | +2.5% | 0.49% | -2.6% |
| Q2 2019 | $2,688,000 | +5.9% | 37,602 | +3.6% | 0.50% | +0.8% |
| Q1 2019 | $2,539,000 | +20.6% | 36,308 | +4.6% | 0.50% | +2.9% |
| Q4 2018 | $2,106,000 | -21.6% | 34,712 | -1.6% | 0.48% | -21.1% |
| Q3 2018 | $2,687,000 | +5.4% | 35,279 | +1.8% | 0.61% | -10.8% |
| Q2 2018 | $2,550,000 | +11.1% | 34,659 | +4.4% | 0.68% | +3.5% |
| Q1 2018 | $2,296,000 | +4.0% | 33,214 | +4.9% | 0.66% | +14.1% |
| Q4 2017 | $2,208,000 | +10.0% | 31,653 | +6.3% | 0.58% | +3.6% |
| Q3 2017 | $2,007,000 | +8.4% | 29,786 | +2.8% | 0.56% | +1.4% |
| Q2 2017 | $1,851,000 | +6.6% | 28,963 | +5.0% | 0.55% | +3.0% |
| Q1 2017 | $1,737,000 | +66.4% | 27,573 | +62.3% | 0.54% | +73.5% |
| Q4 2016 | $1,044,000 | +32.5% | 16,987 | +24.0% | 0.31% | +19.8% |
| Q3 2016 | $788,000 | +59.8% | 13,699 | +50.0% | 0.26% | +41.8% |
| Q2 2016 | $493,000 | – | 9,130 | – | 0.18% | – |
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% |