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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,619 | -5.2% | 6,654 | +0.2% | 0.02% | 0.0% |
| Q2 2023 | $290,862 | -40.6% | 6,641 | -43.1% | 0.02% | -43.8% |
| Q1 2023 | $489,737 | -49.0% | 11,680 | -50.7% | 0.03% | -52.9% |
| Q4 2022 | $959,481 | +101325.1% | 23,685 | -5.4% | 0.07% | -8.1% |
| Q3 2022 | $946 | -6.6% | 25,032 | -3.7% | 0.07% | -7.5% |
| Q2 2022 | $1,013 | -18.0% | 25,983 | -0.5% | 0.08% | -4.8% |
| Q1 2022 | $1,236 | -66.6% | 26,106 | -27.9% | 0.08% | -70.7% |
| Q4 2021 | $3,705 | -11.8% | 36,184 | -13.8% | 0.29% | -30.0% |
| Q3 2021 | $4,202 | +0.9% | 41,979 | +5.0% | 0.41% | -17.2% |
| Q2 2021 | $4,164 | -8.2% | 39,974 | -12.2% | 0.50% | -29.8% |
| Q1 2021 | $4,536 | +36.2% | 45,508 | +21.6% | 0.70% | +6.3% |
| Q4 2020 | $3,330 | -6.8% | 37,413 | -28.5% | 0.66% | -22.3% |
| Q3 2020 | $3,573 | -99.9% | 52,303 | -44.4% | 0.85% | -45.5% |
| Q2 2020 | $6,147,000 | +1621.8% | 94,070 | +1258.6% | 1.56% | +1600.0% |
| Q1 2020 | $357,000 | -2.2% | 6,924 | +43.3% | 0.09% | +3.4% |
| Q4 2019 | $365,000 | +27.6% | 4,831 | +17.7% | 0.09% | +21.9% |
| Q3 2019 | $286,000 | -10.6% | 4,106 | -8.3% | 0.07% | -24.7% |
| Q2 2019 | $320,000 | +47.5% | 4,478 | +44.4% | 0.10% | +21.2% |
| Q1 2019 | $217,000 | – | 3,102 | – | 0.08% | – |
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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% |