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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,180,924 | -1.7% | 28,923 | +5.4% | 0.21% | +1.5% |
| Q2 2023 | $1,201,745 | +15.3% | 27,437 | +10.3% | 0.21% | +9.0% |
| Q1 2023 | $1,042,578 | +14.1% | 24,865 | +2.9% | 0.19% | -10.0% |
| Q3 2022 | $914,000 | -1.0% | 24,171 | +2.2% | 0.21% | +12.3% |
| Q2 2022 | $923,000 | +5.8% | 23,661 | +28.5% | 0.19% | +13.3% |
| Q1 2022 | $872,000 | -16.2% | 18,411 | +81.2% | 0.16% | +27.9% |
| Q4 2021 | $1,041,000 | +2.1% | 10,163 | -0.3% | 0.13% | -37.1% |
| Q3 2021 | $1,020,000 | +7.0% | 10,192 | +11.4% | 0.20% | +7.3% |
| Q2 2021 | $953,000 | +4.2% | 9,146 | -0.4% | 0.19% | -5.0% |
| Q1 2021 | $915,000 | +19.9% | 9,180 | +7.0% | 0.20% | +9.2% |
| Q4 2020 | $763,000 | +19.2% | 8,577 | -0.7% | 0.18% | +14.3% |
| Q3 2020 | $640,000 | +8.7% | 8,637 | -4.2% | 0.16% | +3.2% |
| Q2 2020 | $589,000 | +1.4% | 9,019 | -20.1% | 0.16% | -12.8% |
| Q1 2020 | $581,000 | -51.3% | 11,283 | -28.5% | 0.18% | -43.2% |
| Q4 2019 | $1,194,000 | +12.9% | 15,789 | +0.9% | 0.32% | -3.7% |
| Q3 2019 | $1,058,000 | -77.5% | 15,647 | -76.2% | 0.33% | -78.5% |
| Q2 2019 | $4,707,000 | +2.5% | 65,857 | +0.3% | 1.52% | +0.1% |
| Q1 2019 | $4,593,000 | +6.0% | 65,678 | +1.6% | 1.52% | -0.8% |
| Q4 2018 | $4,334,000 | -23.3% | 64,669 | -12.8% | 1.53% | -18.4% |
| Q3 2018 | $5,647,000 | -2.6% | 74,133 | -5.9% | 1.88% | -12.3% |
| Q2 2018 | $5,798,000 | +26.5% | 78,805 | +18.9% | 2.14% | +20.4% |
| Q1 2018 | $4,583,000 | -3.1% | 66,294 | -2.2% | 1.78% | -13.1% |
| Q4 2017 | $4,729,000 | – | 67,816 | – | 2.04% | – |
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% |