SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,189 | -5.4% | 246 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $10,775 | -77.1% | 246 | -78.1% | 0.00% | -75.0% |
Q1 2023 | $47,129 | +52.0% | 1,124 | +272.2% | 0.01% | +33.3% |
Q4 2021 | $31,000 | +342.9% | 302 | +331.4% | 0.01% | +500.0% |
Q3 2021 | $7,000 | +16.7% | 70 | +27.3% | 0.00% | 0.0% |
Q2 2021 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $5,000 | -79.2% | 55 | -88.4% | 0.00% | -88.9% |
Q1 2020 | $24,000 | +118.2% | 473 | +224.0% | 0.01% | +125.0% |
Q4 2019 | $11,000 | +10.0% | 146 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $10,000 | -28.6% | 146 | -25.1% | 0.00% | -33.3% |
Q2 2019 | $14,000 | +133.3% | 195 | +167.1% | 0.01% | +100.0% |
Q3 2018 | $6,000 | +20.0% | 73 | 0.0% | 0.00% | +50.0% |
Q2 2018 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | -33.3% |
Q1 2018 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $5,000 | – | 73 | – | 0.00% | – |
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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% |