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 | $155,499 | -10.4% | 3,754 | -5.2% | 0.01% | -27.3% |
| Q2 2023 | $173,536 | +48.4% | 3,962 | +42.1% | 0.01% | +37.5% |
| Q1 2023 | $116,943 | +3.8% | 2,789 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $112,699 | +231.5% | 2,782 | +452.0% | 0.01% | +14.3% |
| Q3 2020 | $34,000 | -98.1% | 504 | -97.8% | 0.01% | -99.6% |
| Q4 2019 | $1,759,000 | +28.7% | 23,261 | +6.3% | 1.93% | +45.1% |
| Q4 2018 | $1,367,000 | – | 21,884 | – | 1.33% | – |
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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% |