SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,082,004 | -19.1% | 26,123 | -14.5% | 0.10% | -4.9% |
| Q2 2023 | $1,337,888 | -2.9% | 30,545 | -7.1% | 0.10% | -11.3% |
| Q1 2023 | $1,378,373 | -3.7% | 32,873 | -7.0% | 0.12% | -17.9% |
| Q4 2022 | $1,431,295 | +5.2% | 35,332 | -1.8% | 0.14% | -10.3% |
| Q3 2022 | $1,361,000 | -56.9% | 35,995 | +16.7% | 0.16% | -49.8% |
| Q4 2021 | $3,158,000 | +6.8% | 30,839 | +4.4% | 0.31% | -4.9% |
| Q3 2021 | $2,956,000 | +10.5% | 29,532 | +15.0% | 0.33% | +6.9% |
| Q2 2021 | $2,676,000 | +47.3% | 25,684 | +40.9% | 0.31% | +31.3% |
| Q1 2021 | $1,817,000 | +54.4% | 18,229 | +37.8% | 0.23% | +17.1% |
| Q4 2020 | $1,177,000 | +62.3% | 13,228 | +32.9% | 0.20% | +43.2% |
| Q3 2020 | $725,000 | +197.1% | 9,957 | +165.2% | 0.14% | +152.7% |
| Q2 2020 | $244,000 | -6.5% | 3,754 | -21.4% | 0.06% | -21.4% |
| Q1 2020 | $261,000 | -47.9% | 4,774 | -28.0% | 0.07% | -43.1% |
| Q4 2019 | $501,000 | +16.5% | 6,635 | +4.4% | 0.12% | +3.4% |
| Q3 2019 | $430,000 | -5.5% | 6,355 | +1.9% | 0.12% | -4.0% |
| Q2 2019 | $455,000 | +8.3% | 6,234 | +7.6% | 0.12% | -3.1% |
| Q1 2019 | $420,000 | +3.4% | 5,796 | -0.3% | 0.13% | +0.8% |
| Q4 2018 | $406,000 | +37.2% | 5,815 | +34.8% | 0.13% | -44.8% |
| Q3 2018 | $296,000 | +17.5% | 4,315 | +26.1% | 0.23% | +3.6% |
| Q2 2018 | $252,000 | – | 3,422 | – | 0.22% | – |
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% |