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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $314,000 | -11.3% | 4,151 | -18.2% | 0.07% | -19.1% |
| Q3 2019 | $354,000 | +28.7% | 5,075 | +32.0% | 0.09% | +21.9% |
| Q2 2019 | $275,000 | +685.7% | 3,845 | +701.0% | 0.07% | +461.5% |
| Q2 2018 | $35,000 | +6.1% | 480 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $33,000 | -61.2% | 480 | -62.0% | 0.01% | -65.7% |
| Q3 2017 | $85,000 | -18.3% | 1,264 | -22.7% | 0.04% | -14.6% |
| Q2 2017 | $104,000 | -8.0% | 1,636 | -8.1% | 0.04% | -10.9% |
| Q1 2017 | $113,000 | +0.9% | 1,781 | -1.6% | 0.05% | +53.3% |
| Q4 2016 | $112,000 | -10.4% | 1,810 | -16.7% | 0.03% | -38.8% |
| Q3 2016 | $125,000 | – | 2,173 | – | 0.05% | – |
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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% |