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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479,641 | +0.5% | 11,580 | +6.3% | 0.03% | +6.9% |
| Q2 2023 | $477,109 | +18.3% | 10,893 | +13.2% | 0.03% | +11.5% |
| Q1 2023 | $403,414 | +12.2% | 9,621 | +8.4% | 0.03% | -3.7% |
| Q4 2022 | $359,486 | -83.4% | 8,874 | -68.8% | 0.03% | -88.5% |
| Q3 2018 | $2,166,000 | +22.4% | 28,439 | +18.3% | 0.23% | +81.4% |
| Q2 2018 | $1,769,000 | +69.3% | 24,041 | +59.0% | 0.13% | +59.3% |
| Q1 2018 | $1,045,000 | +165.2% | 15,118 | +167.8% | 0.08% | +161.3% |
| Q4 2017 | $394,000 | +26.7% | 5,646 | +22.3% | 0.03% | +10.7% |
| Q3 2017 | $311,000 | – | 4,616 | – | 0.03% | – |
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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% |