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 | $2,697,230 | -7.1% | 65,119 | -1.8% | 1.22% | +1.5% |
| Q2 2023 | $2,903,879 | -24.4% | 66,299 | -27.6% | 1.20% | -26.7% |
| Q1 2023 | $3,838,704 | +2.7% | 91,550 | -0.8% | 1.64% | -13.0% |
| Q4 2022 | $3,738,031 | +5.0% | 92,274 | -2.0% | 1.88% | -6.1% |
| Q3 2022 | $3,559,000 | -3.1% | 94,144 | -0.1% | 2.01% | +12.3% |
| Q2 2022 | $3,674,000 | -15.8% | 94,228 | +2.3% | 1.79% | +4.4% |
| Q1 2022 | $4,362,000 | -3.0% | 92,098 | +109.7% | 1.71% | -22.5% |
| Q4 2021 | $4,498,000 | +6.2% | 43,929 | +3.8% | 2.21% | +26.2% |
| Q3 2021 | $4,235,000 | +0.4% | 42,309 | +5.1% | 1.75% | +7.0% |
| Q2 2021 | $4,220,000 | +5.3% | 40,249 | +0.1% | 1.64% | -7.8% |
| Q1 2021 | $4,009,000 | +13.5% | 40,225 | +1.3% | 1.78% | +9.3% |
| Q4 2020 | $3,533,000 | +23.9% | 39,693 | -4.9% | 1.62% | -2.2% |
| Q3 2020 | $2,852,000 | +7.6% | 41,739 | +2.9% | 1.66% | -7.3% |
| Q2 2020 | $2,651,000 | +35.0% | 40,575 | +6.4% | 1.79% | +20.5% |
| Q1 2020 | $1,964,000 | +2.8% | 38,124 | +50.9% | 1.49% | +43.4% |
| Q4 2019 | $1,911,000 | – | 25,269 | – | 1.04% | – |
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% |