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 | $34,834 | -5.4% | 841 | 0.0% | 0.01% | -12.5% |
Q2 2023 | $36,836 | -1.7% | 841 | -5.9% | 0.01% | -11.1% |
Q1 2023 | $37,485 | +10.0% | 894 | +6.3% | 0.01% | 0.0% |
Q4 2022 | $34,069 | +6.5% | 841 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $32,000 | +77.8% | 841 | +80.9% | 0.01% | +50.0% |
Q2 2022 | $18,000 | +125.0% | 465 | +190.6% | 0.01% | +200.0% |
Q1 2022 | $8,000 | 0.0% | 160 | +100.0% | 0.00% | 0.0% |
Q4 2021 | $8,000 | -11.1% | 80 | -7.0% | 0.00% | -33.3% |
Q3 2021 | $9,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $9,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $9,000 | +12.5% | 86 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $8,000 | +33.3% | 86 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $6,000 | -14.3% | 86 | -15.7% | 0.00% | 0.0% |
Q2 2020 | $7,000 | +75.0% | 102 | +18.6% | 0.00% | +50.0% |
Q1 2020 | $4,000 | -42.9% | 86 | 0.0% | 0.00% | -33.3% |
Q4 2019 | $7,000 | +16.7% | 86 | +4.9% | 0.00% | 0.0% |
Q3 2019 | $6,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $6,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $6,000 | +20.0% | 82 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $5,000 | -16.7% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $6,000 | 0.0% | 82 | 0.0% | 0.00% | -25.0% |
Q2 2018 | $6,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $6,000 | -14.3% | 82 | -20.4% | 0.00% | 0.0% |
Q4 2017 | $7,000 | – | 103 | – | 0.00% | – |
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% |