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 | $553,324 | +3.3% | 13,359 | +9.3% | 0.09% | +1.2% |
| Q2 2023 | $535,445 | +4.4% | 12,225 | -0.0% | 0.09% | -36.8% |
| Q1 2023 | $512,717 | +891.5% | 12,228 | +858.3% | 0.14% | +580.0% |
| Q4 2022 | $51,709 | +7.7% | 1,276 | 0.0% | 0.02% | -9.1% |
| Q3 2022 | $48,000 | +6.7% | 1,276 | +11.2% | 0.02% | +4.8% |
| Q2 2022 | $45,000 | +650.0% | 1,147 | +782.3% | 0.02% | +950.0% |
| Q1 2022 | $6,000 | -72.7% | 130 | -39.5% | 0.00% | -80.0% |
| Q4 2021 | $22,000 | 0.0% | 215 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $22,000 | +450.0% | 215 | +437.5% | 0.01% | +450.0% |
| Q2 2021 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 40 | -31.0% | 0.00% | +50.0% |
| Q1 2020 | $3,000 | -40.0% | 58 | -12.1% | 0.00% | -33.3% |
| Q4 2019 | $5,000 | – | 66 | – | 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% |