SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 1.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $29,000 | -3.3% | 286 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $30,000 | +3.4% | 286 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $29,000 | +16.0% | 286 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $25,000 | +25.0% | 286 | -0.7% | 0.01% | 0.0% |
| Q3 2020 | $20,000 | +5.3% | 288 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | +26.7% | 288 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $15,000 | -31.8% | 288 | 0.0% | 0.01% | -27.3% |
| Q4 2019 | $22,000 | -98.9% | 288 | -99.0% | 0.01% | -98.9% |
| Q3 2019 | $1,930,000 | -9.9% | 27,671 | -7.6% | 1.02% | -16.2% |
| Q2 2019 | $2,141,000 | -0.4% | 29,946 | -2.5% | 1.22% | -4.0% |
| Q1 2019 | $2,149,000 | +1.5% | 30,725 | -12.0% | 1.27% | -16.6% |
| Q4 2018 | $2,117,000 | -24.8% | 34,896 | -5.6% | 1.52% | -14.5% |
| Q3 2018 | $2,816,000 | +1.7% | 36,974 | -1.7% | 1.78% | -15.5% |
| Q2 2018 | $2,769,000 | +13745.0% | 37,632 | +13058.0% | 2.10% | +13031.2% |
| Q1 2018 | $20,000 | – | 286 | – | 0.02% | – |
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% |