SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $206,000 | -8.4% | 4,358 | +98.1% | 0.06% | -3.3% |
| Q4 2021 | $225,000 | -3.8% | 2,200 | -6.0% | 0.06% | -13.0% |
| Q3 2021 | $234,000 | -4.1% | 2,341 | 0.0% | 0.07% | -4.2% |
| Q2 2021 | $244,000 | +1642.9% | 2,341 | +896.2% | 0.07% | +928.6% |
| Q4 2018 | $14,000 | -22.2% | 235 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $18,000 | +800.0% | 235 | +840.0% | 0.01% | +600.0% |
| Q2 2018 | $2,000 | – | 25 | +525.0% | 0.00% | – |
| Q4 2017 | $0 | – | 4 | -20.0% | 0.00% | – |
| Q3 2017 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | -100.0% | 5 | -98.6% | 0.00% | -100.0% |
| Q1 2017 | $22,000 | 0.0% | 358 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $22,000 | -99.9% | 358 | +2.0% | 0.01% | +11.1% |
| Q3 2016 | $19,890,000 | +5.0% | 351 | +0.3% | 0.01% | 0.0% |
| Q2 2016 | $18,945,000 | +7.9% | 350 | +3.9% | 0.01% | +12.5% |
| Q1 2016 | $17,557,000 | +3.9% | 337 | +4.0% | 0.01% | 0.0% |
| Q4 2015 | $16,902,000 | – | 324 | – | 0.01% | – |
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% |