SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $692,000 | +65.2% | 9,091 | +51.1% | 0.48% | +55.5% |
| Q4 2017 | $419,000 | -58.2% | 6,015 | -62.2% | 0.31% | -62.0% |
| Q1 2017 | $1,003,000 | +173.3% | 15,922 | +166.9% | 0.81% | +148.0% |
| Q4 2016 | $367,000 | +63.8% | 5,965 | +53.4% | 0.33% | +59.5% |
| Q3 2016 | $224,000 | – | 3,888 | – | 0.20% | – |
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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% |