SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,013,755 | +15.7% | 63,797 | +1.5% | 0.34% | +1.5% |
| Q3 2023 | $2,603,817 | -4.1% | 62,864 | +1.4% | 0.34% | -2.0% |
| Q2 2023 | $2,716,529 | +8.0% | 62,021 | +3.4% | 0.35% | +1.5% |
| Q1 2023 | $2,515,074 | +4.6% | 59,983 | +1.0% | 0.34% | -0.9% |
| Q4 2022 | $2,405,453 | +7.2% | 59,379 | +0.0% | 0.34% | -0.9% |
| Q3 2022 | $2,243,867 | +13.4% | 59,362 | +17.0% | 0.35% | +21.3% |
| Q2 2022 | $1,977,891 | -23.0% | 50,728 | -6.4% | 0.29% | -11.4% |
| Q1 2022 | $2,567,609 | -5.0% | 54,215 | +105.5% | 0.32% | -3.6% |
| Q4 2021 | $2,701,884 | +10.3% | 26,386 | +7.8% | 0.34% | -1.5% |
| Q3 2021 | $2,450,182 | -4.3% | 24,477 | -0.4% | 0.34% | -3.7% |
| Q2 2021 | $2,559,620 | +4.3% | 24,569 | -0.2% | 0.35% | -5.3% |
| Q1 2021 | $2,454,683 | +14.2% | 24,628 | +1.9% | 0.37% | -3.4% |
| Q4 2020 | $2,150,062 | +32.4% | 24,158 | +1.7% | 0.39% | +17.3% |
| Q3 2020 | $1,623,488 | +4.3% | 23,763 | -0.2% | 0.33% | -5.2% |
| Q2 2020 | $1,556,203 | +26.1% | 23,817 | -0.6% | 0.35% | +9.4% |
| Q1 2020 | $1,234,368 | -36.1% | 23,959 | -6.2% | 0.32% | -22.8% |
| Q4 2019 | $1,932,073 | +12.9% | 25,543 | +4.1% | 0.41% | +4.6% |
| Q3 2019 | $1,711,314 | -1.6% | 24,542 | +0.8% | 0.39% | -5.1% |
| Q2 2019 | $1,739,680 | +7.1% | 24,338 | +4.8% | 0.42% | +2.2% |
| Q1 2019 | $1,624,754 | +57.7% | 23,234 | +36.9% | 0.41% | +38.6% |
| Q4 2018 | $1,030,104 | -24.5% | 16,976 | -5.2% | 0.29% | -6.1% |
| Q3 2018 | $1,363,519 | +20.7% | 17,901 | +16.5% | 0.31% | +12.2% |
| Q2 2018 | $1,130,035 | +29.9% | 15,360 | +22.1% | 0.28% | +21.9% |
| Q1 2018 | $870,001 | +12.0% | 12,585 | +13.0% | 0.23% | +10.7% |
| Q4 2017 | $776,694 | +139.1% | 11,137 | +131.0% | 0.21% | +116.8% |
| Q3 2017 | $324,791 | +47.9% | 4,821 | +40.3% | 0.10% | +30.1% |
| Q2 2017 | $219,531 | +17.8% | 3,435 | +16.1% | 0.07% | +14.1% |
| Q1 2017 | $186,358 | +8.3% | 2,959 | +5.7% | 0.06% | 0.0% |
| Q4 2016 | $172,144 | +6.8% | 2,800 | 0.0% | 0.06% | +3.2% |
| Q3 2016 | $161,140 | +10.5% | 2,800 | +3.7% | 0.06% | +6.9% |
| Q2 2016 | $145,881 | +3.8% | 2,700 | 0.0% | 0.06% | 0.0% |
| Q1 2016 | $140,508 | – | 2,700 | – | 0.06% | – |
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% |