SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $870,232 | -6.1% | 21,010 | -0.7% | 0.31% | -1.9% |
Q2 2023 | $926,788 | +5.4% | 21,160 | +0.9% | 0.32% | -2.7% |
Q1 2023 | $879,403 | +5.4% | 20,973 | +1.9% | 0.33% | -5.7% |
Q4 2022 | $833,961 | +9.6% | 20,587 | +2.1% | 0.35% | -2.5% |
Q3 2022 | $761,000 | -16.8% | 20,156 | -14.1% | 0.36% | -17.3% |
Q2 2022 | $915,000 | -44.9% | 23,475 | -33.1% | 0.43% | -46.0% |
Q1 2022 | $1,661,000 | +58.5% | 35,069 | +242.7% | 0.80% | +101.5% |
Q4 2021 | $1,048,000 | -15.2% | 10,232 | -13.8% | 0.40% | -29.7% |
Q2 2021 | $1,236,000 | +3.4% | 11,872 | -1.0% | 0.57% | -9.3% |
Q1 2021 | $1,195,000 | +12.7% | 11,994 | +0.7% | 0.62% | -0.5% |
Q4 2020 | $1,060,000 | +970.7% | 11,914 | +814.4% | 0.63% | +747.3% |
Q3 2018 | $99,000 | +6.5% | 1,303 | +2.4% | 0.07% | -10.8% |
Q2 2018 | $93,000 | +12.0% | 1,273 | +6.4% | 0.08% | +10.7% |
Q4 2017 | $83,000 | – | 1,196 | – | 0.08% | – |
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% |