SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $720,972 | +11.4% | 17,406 | +17.8% | 0.27% | +14.6% |
| Q2 2023 | $647,206 | -4.9% | 14,776 | -9.0% | 0.23% | -7.9% |
| Q1 2023 | $680,802 | +116675.6% | 16,237 | +12.8% | 0.25% | -8.3% |
| Q4 2022 | $583 | -99.9% | 14,400 | +1.2% | 0.28% | +10.8% |
| Q3 2022 | $538,000 | +83.0% | 14,226 | +331.1% | 0.25% | +90.1% |
| Q4 2020 | $294,000 | -2.3% | 3,300 | -25.2% | 0.13% | -13.2% |
| Q3 2020 | $301,000 | -27.3% | 4,410 | -45.1% | 0.15% | -49.0% |
| Q1 2020 | $414,000 | +35.3% | 8,031 | +91.7% | 0.30% | +63.5% |
| Q3 2019 | $306,000 | +2.0% | 4,190 | 0.0% | 0.18% | -5.2% |
| Q2 2019 | $300,000 | +14.1% | 4,190 | -3.3% | 0.19% | -4.0% |
| Q4 2018 | $263,000 | +232.9% | 4,331 | +268.3% | 0.20% | +243.1% |
| Q1 2018 | $79,000 | – | 1,176 | +39100.0% | 0.06% | – |
| Q4 2017 | $0 | – | 3 | – | 0.00% | – |
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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% |