SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,812 | -0.8% | 236,889 | +4.9% | 0.02% | 0.0% |
| Q2 2023 | $9,887 | +32.1% | 225,732 | +26.5% | 0.02% | +25.0% |
| Q1 2023 | $7,483 | +11.2% | 178,483 | +7.4% | 0.02% | 0.0% |
| Q4 2022 | $6,729 | -99.9% | 166,122 | -8.2% | 0.02% | -11.1% |
| Q3 2022 | $6,842,000 | +6.4% | 181,025 | +9.8% | 0.02% | +5.9% |
| Q2 2022 | $6,428,000 | -16.5% | 164,886 | +1.4% | 0.02% | -5.6% |
| Q1 2022 | $7,698,000 | -13.3% | 162,558 | +87.5% | 0.02% | -10.0% |
| Q4 2021 | $8,876,000 | +6.0% | 86,680 | +3.6% | 0.02% | -4.8% |
| Q3 2021 | $8,377,000 | +5.9% | 83,690 | +10.2% | 0.02% | +5.0% |
| Q2 2021 | $7,909,000 | +7.7% | 75,923 | +3.0% | 0.02% | -4.8% |
| Q1 2021 | $7,343,000 | +29.9% | 73,680 | +16.0% | 0.02% | +23.5% |
| Q4 2020 | $5,651,000 | +32.4% | 63,501 | +1.6% | 0.02% | +13.3% |
| Q3 2020 | $4,269,000 | -4.2% | 62,486 | -8.3% | 0.02% | -11.8% |
| Q2 2020 | $4,454,000 | +32.4% | 68,168 | +4.4% | 0.02% | +6.2% |
| Q1 2020 | $3,364,000 | -39.4% | 65,308 | -11.0% | 0.02% | -23.8% |
| Q4 2019 | $5,552,000 | +7.0% | 73,407 | -1.3% | 0.02% | -4.5% |
| Q3 2019 | $5,188,000 | -0.8% | 74,404 | +1.6% | 0.02% | -4.3% |
| Q2 2019 | $5,232,000 | +2.7% | 73,203 | +0.5% | 0.02% | -4.2% |
| Q1 2019 | $5,092,000 | +37.1% | 72,825 | +19.0% | 0.02% | +20.0% |
| Q4 2018 | $3,715,000 | -33.5% | 61,223 | -16.6% | 0.02% | -25.9% |
| Q3 2018 | $5,590,000 | +55.3% | 73,399 | +50.0% | 0.03% | +42.1% |
| Q2 2018 | $3,599,000 | -37.2% | 48,921 | -41.0% | 0.02% | -38.7% |
| Q1 2018 | $5,730,000 | -2.9% | 82,894 | -2.0% | 0.03% | -3.1% |
| Q4 2017 | $5,900,000 | – | 84,596 | – | 0.03% | – |
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% |