SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,567 | -23.6% | 6,822 | -19.2% | 0.02% | -14.3% |
| Q2 2023 | $369,672 | +76.9% | 8,440 | +91.4% | 0.02% | +50.0% |
| Q1 2022 | $209,000 | -7.1% | 4,409 | +101.0% | 0.01% | -12.5% |
| Q4 2021 | $225,000 | +2.7% | 2,194 | +0.2% | 0.02% | -5.9% |
| Q3 2021 | $219,000 | -3.9% | 2,189 | +0.1% | 0.02% | -5.6% |
| Q2 2021 | $228,000 | +4.6% | 2,186 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $218,000 | -1.4% | 2,184 | -12.0% | 0.02% | -5.3% |
| Q4 2020 | $221,000 | -78.4% | 2,482 | -81.7% | 0.02% | -81.0% |
| Q4 2019 | $1,024,000 | +8.5% | 13,544 | +0.1% | 0.10% | +5.3% |
| Q3 2019 | $944,000 | -2.4% | 13,536 | +0.0% | 0.10% | +2.2% |
| Q2 2019 | $967,000 | +2.2% | 13,532 | 0.0% | 0.09% | 0.0% |
| Q1 2019 | $946,000 | +15.2% | 13,532 | +0.0% | 0.09% | +4.5% |
| Q4 2018 | $821,000 | – | 13,530 | – | 0.09% | – |
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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% |