SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $67,540 | +0.4% | 1,542 | -3.9% | 0.14% | +7.4% |
| Q1 2023 | $67,256 | +3.5% | 1,604 | 0.0% | 0.14% | -7.5% |
| Q4 2022 | $64,978 | -95.0% | 1,604 | -87.5% | 0.15% | -72.6% |
| Q2 2021 | $1,311,000 | -2.0% | 12,881 | -3.8% | 0.53% | +27.9% |
| Q1 2021 | $1,338,000 | +54.0% | 13,386 | +18.1% | 0.42% | +31.2% |
| Q4 2019 | $869,000 | +14.6% | 11,330 | +8.4% | 0.32% | +5.0% |
| Q3 2019 | $758,000 | +17.5% | 10,453 | +16.1% | 0.30% | +3.1% |
| Q2 2019 | $645,000 | -82.2% | 9,004 | -79.7% | 0.29% | -83.4% |
| Q4 2018 | $3,617,000 | +7.0% | 44,444 | 0.0% | 1.76% | +14.9% |
| Q2 2018 | $3,380,000 | +1320.2% | 44,444 | +1161.5% | 1.53% | +1267.9% |
| Q4 2017 | $238,000 | – | 3,523 | – | 0.11% | – |
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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% |