SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 238 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,175,000 | +51.3% | 45,408 | +31.2% | 1.45% | +15.3% |
| Q4 2018 | $2,099,000 | -26.4% | 34,599 | -7.6% | 1.26% | -22.4% |
| Q3 2018 | $2,853,000 | +5.7% | 37,462 | +2.1% | 1.62% | +18.7% |
| Q2 2018 | $2,699,000 | +10.2% | 36,680 | +3.5% | 1.37% | +5.4% |
| Q1 2018 | $2,450,000 | +12.4% | 35,436 | +13.4% | 1.30% | +16.4% |
| Q4 2017 | $2,179,000 | +8.1% | 31,247 | +4.5% | 1.11% | +1.5% |
| Q3 2017 | $2,015,000 | +9.6% | 29,912 | +4.0% | 1.10% | +1.5% |
| Q2 2017 | $1,838,000 | +58.0% | 28,758 | +55.8% | 1.08% | +45.7% |
| Q1 2017 | $1,163,000 | +5.1% | 18,463 | +2.5% | 0.74% | -7.7% |
| Q4 2016 | $1,107,000 | +13.0% | 18,006 | +5.7% | 0.80% | -7.8% |
| Q3 2016 | $980,000 | +7.7% | 17,029 | +1.1% | 0.87% | +25.3% |
| Q2 2016 | $910,000 | +4.7% | 16,843 | +0.9% | 0.70% | +16.6% |
| Q1 2016 | $869,000 | -3.0% | 16,694 | -3.0% | 0.60% | -6.3% |
| Q4 2015 | $896,000 | +202.7% | 17,208 | +220.9% | 0.64% | +226.7% |
| Q4 2014 | $296,000 | – | 5,362 | – | 0.20% | – |
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% |