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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,656 | -5.4% | 11,025 | 0.0% | 0.12% | -3.4% |
| Q2 2023 | $482,895 | +4.5% | 11,025 | 0.0% | 0.12% | +0.8% |
| Q1 2023 | $462,278 | +3.4% | 11,025 | -0.1% | 0.12% | +1.7% |
| Q4 2022 | $447,230 | +7.2% | 11,040 | 0.0% | 0.12% | -2.5% |
| Q3 2022 | $417,000 | -3.0% | 11,040 | 0.0% | 0.12% | +2.6% |
| Q2 2022 | $430,000 | -17.8% | 11,040 | 0.0% | 0.12% | -7.9% |
| Q1 2022 | $523,000 | -11.5% | 11,040 | +91.3% | 0.13% | -6.7% |
| Q4 2021 | $591,000 | +6.9% | 5,770 | +4.5% | 0.14% | -14.6% |
| Q3 2021 | $553,000 | -3.8% | 5,520 | 0.0% | 0.16% | -2.5% |
| Q2 2021 | $575,000 | +4.0% | 5,520 | -0.5% | 0.16% | -1.2% |
| Q1 2021 | $553,000 | +11.7% | 5,550 | -0.3% | 0.16% | -1.2% |
| Q4 2020 | $495,000 | +29.2% | 5,565 | -0.6% | 0.17% | +12.9% |
| Q3 2020 | $383,000 | -7.0% | 5,600 | -11.2% | 0.15% | -10.9% |
| Q2 2020 | $412,000 | +25.2% | 6,306 | -1.2% | 0.16% | +6.5% |
| Q1 2020 | $329,000 | +112.3% | 6,381 | +184.6% | 0.16% | +115.3% |
| Q1 2018 | $155,000 | 0.0% | 2,242 | +0.7% | 0.07% | +1.4% |
| Q4 2017 | $155,000 | +0.6% | 2,227 | -2.5% | 0.07% | -10.1% |
| Q3 2017 | $154,000 | +2.7% | 2,285 | -2.7% | 0.08% | -2.5% |
| Q2 2017 | $150,000 | +1.4% | 2,348 | +0.2% | 0.08% | -2.4% |
| Q1 2017 | $148,000 | +1.4% | 2,343 | -1.1% | 0.08% | -3.5% |
| Q4 2016 | $146,000 | +0.7% | 2,369 | -6.3% | 0.09% | -4.4% |
| Q3 2016 | $145,000 | +8.2% | 2,528 | +1.9% | 0.09% | +3.4% |
| Q2 2016 | $134,000 | +5.5% | 2,480 | +1.4% | 0.09% | 0.0% |
| Q1 2016 | $127,000 | 0.0% | 2,445 | +0.5% | 0.09% | -23.0% |
| Q4 2015 | $127,000 | – | 2,433 | – | 0.11% | – |
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% |