SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $329,927 | +7.2% | 7,533 | +2.7% | 0.07% | -8.0% |
Q1 2023 | $307,663 | +3.6% | 7,338 | +0.1% | 0.08% | +1.4% |
Q4 2022 | $297,051 | -3.9% | 7,333 | -2.6% | 0.07% | -9.8% |
Q3 2022 | $309,000 | +16.6% | 7,527 | +10.6% | 0.08% | +5.1% |
Q2 2022 | $265,000 | -17.7% | 6,807 | +0.0% | 0.08% | -22.8% |
Q1 2022 | $322,000 | -7.5% | 6,804 | +100.1% | 0.10% | -6.5% |
Q4 2021 | $348,000 | +2.1% | 3,401 | -0.2% | 0.11% | -7.7% |
Q3 2021 | $341,000 | -6.6% | 3,409 | -2.8% | 0.12% | -7.9% |
Q2 2021 | $365,000 | +1.1% | 3,506 | -3.1% | 0.13% | -9.3% |
Q1 2021 | $361,000 | +91.0% | 3,619 | +70.3% | 0.14% | +66.7% |
Q4 2020 | $189,000 | +30.3% | 2,125 | 0.0% | 0.08% | +16.7% |
Q3 2020 | $145,000 | +4.3% | 2,125 | +0.0% | 0.07% | -4.0% |
Q2 2020 | $139,000 | +19.8% | 2,124 | -5.3% | 0.08% | -2.6% |
Q1 2020 | $116,000 | -31.8% | 2,242 | +0.0% | 0.08% | -19.8% |
Q4 2019 | $170,000 | +11.8% | 2,241 | +3.1% | 0.10% | +5.5% |
Q3 2019 | $152,000 | -1.9% | 2,174 | +0.0% | 0.09% | -3.2% |
Q2 2019 | $155,000 | +2.0% | 2,173 | 0.0% | 0.09% | -3.1% |
Q1 2019 | $152,000 | +21.6% | 2,173 | +5.9% | 0.10% | +7.8% |
Q4 2018 | $125,000 | -15.0% | 2,052 | +0.0% | 0.09% | -8.2% |
Q3 2018 | $147,000 | -5.2% | 2,051 | -2.8% | 0.10% | -14.0% |
Q2 2018 | $155,000 | +20.2% | 2,110 | +12.7% | 0.11% | +16.3% |
Q1 2018 | $129,000 | – | 1,873 | – | 0.10% | – |
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% |