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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $105,448 | -14.4% | 2,514 | -17.3% | 0.01% | -14.3% |
| Q4 2022 | $123,227 | -84.4% | 3,041 | -85.4% | 0.01% | -86.8% |
| Q3 2022 | $789,000 | -4.6% | 20,873 | -1.7% | 0.05% | -3.6% |
| Q2 2022 | $827,000 | -53.5% | 21,224 | -43.4% | 0.06% | -49.1% |
| Q1 2022 | $1,777,000 | -11.1% | 37,523 | +92.3% | 0.11% | -13.6% |
| Q4 2021 | $1,999,000 | +1.8% | 19,516 | -0.5% | 0.12% | -6.7% |
| Q3 2021 | $1,963,000 | -36.5% | 19,609 | -33.9% | 0.13% | -39.6% |
| Q2 2021 | $3,090,000 | +8.6% | 29,658 | +3.9% | 0.22% | -8.6% |
| Q1 2021 | $2,844,000 | +69.1% | 28,535 | +50.9% | 0.24% | +60.9% |
| Q4 2020 | $1,682,000 | -12.5% | 18,904 | -39.8% | 0.15% | +15.3% |
| Q3 2020 | $1,922,000 | +60.0% | 31,412 | +71.0% | 0.13% | -15.5% |
| Q2 2020 | $1,201,000 | +75.1% | 18,372 | +38.0% | 0.16% | +29.2% |
| Q1 2020 | $686,000 | -32.1% | 13,316 | -0.3% | 0.12% | -6.2% |
| Q4 2019 | $1,010,000 | +9.9% | 13,356 | +1.3% | 0.13% | -14.1% |
| Q3 2019 | $919,000 | -2.3% | 13,184 | +0.1% | 0.15% | -19.5% |
| Q2 2019 | $941,000 | +13.4% | 13,166 | -3.8% | 0.18% | -11.9% |
| Q4 2018 | $830,000 | +224.2% | 13,685 | +307.9% | 0.21% | +425.0% |
| Q3 2018 | $256,000 | – | 3,355 | – | 0.04% | – |
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% |