SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,087,000 | -47.5% | 20,846 | -45.4% | 0.33% | -49.7% |
| Q2 2021 | $3,978,000 | +11.7% | 38,186 | +7.9% | 0.66% | +0.3% |
| Q1 2021 | $3,561,000 | +11.2% | 35,379 | -1.7% | 0.66% | -9.3% |
| Q4 2020 | $3,203,000 | +113.5% | 35,987 | +28.2% | 0.73% | +10.9% |
| Q1 2020 | $1,500,000 | -28.6% | 28,072 | +0.8% | 0.66% | -27.7% |
| Q4 2019 | $2,101,000 | +13.3% | 27,845 | +2.8% | 0.91% | -11.7% |
| Q3 2019 | $1,854,000 | +13.3% | 27,099 | +18.7% | 1.03% | -14.2% |
| Q2 2019 | $1,637,000 | +18.9% | 22,829 | +16.0% | 1.20% | +12.1% |
| Q1 2019 | $1,377,000 | – | 19,686 | – | 1.07% | – |
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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% |