SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $432,051 | -0.9% | 10,431 | +4.8% | 0.05% | +4.1% |
Q2 2023 | $435,808 | -0.0% | 9,950 | -4.3% | 0.05% | -5.8% |
Q1 2023 | $435,903 | +759.4% | 10,396 | +730.4% | 0.05% | +766.7% |
Q4 2022 | $50,719 | +534.0% | 1,252 | +479.6% | 0.01% | +500.0% |
Q3 2022 | $8,000 | -63.6% | 216 | -60.9% | 0.00% | -66.7% |
Q2 2022 | $22,000 | +633.3% | 552 | +922.2% | 0.00% | – |
Q1 2022 | $3,000 | -25.0% | 54 | +54.3% | 0.00% | – |
Q4 2021 | $4,000 | -87.1% | 35 | -88.7% | 0.00% | -100.0% |
Q3 2021 | $31,000 | -87.7% | 309 | -87.2% | 0.00% | -87.5% |
Q2 2021 | $252,000 | +50.9% | 2,419 | +44.8% | 0.03% | +39.1% |
Q1 2021 | $167,000 | +12.1% | 1,671 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $149,000 | +148.3% | 1,671 | +91.0% | 0.02% | +130.0% |
Q3 2020 | $60,000 | +25.0% | 875 | +18.4% | 0.01% | +11.1% |
Q2 2020 | $48,000 | +26.3% | 739 | 0.0% | 0.01% | +12.5% |
Q1 2020 | $38,000 | +1800.0% | 739 | +2637.0% | 0.01% | – |
Q4 2019 | $2,000 | -80.0% | 27 | -81.9% | 0.00% | -100.0% |
Q3 2019 | $10,000 | -91.3% | 149 | -90.7% | 0.00% | -90.0% |
Q2 2019 | $115,000 | -25.3% | 1,607 | -26.9% | 0.02% | -25.9% |
Q1 2019 | $154,000 | -29.7% | 2,197 | -39.0% | 0.03% | -41.3% |
Q4 2018 | $219,000 | -86.4% | 3,602 | -83.0% | 0.05% | -83.0% |
Q3 2018 | $1,616,000 | +23.5% | 21,214 | +19.3% | 0.27% | +13.9% |
Q2 2018 | $1,308,000 | +36.5% | 17,784 | +28.3% | 0.24% | +37.0% |
Q1 2018 | $958,000 | +14.7% | 13,861 | +15.7% | 0.17% | +13.8% |
Q4 2017 | $835,000 | -36.4% | 11,976 | -38.5% | 0.15% | -37.4% |
Q3 2017 | $1,312,000 | +8.1% | 19,476 | +2.5% | 0.24% | -1.6% |
Q2 2017 | $1,214,000 | -4.0% | 19,001 | -5.4% | 0.25% | -2.4% |
Q1 2017 | $1,265,000 | +19.8% | 20,083 | +16.9% | 0.25% | +9.1% |
Q4 2016 | $1,056,000 | +17.7% | 17,183 | +10.2% | 0.23% | +20.2% |
Q3 2016 | $897,000 | +6.2% | 15,593 | -0.4% | 0.19% | +3.8% |
Q2 2016 | $845,000 | +59.4% | 15,648 | +53.7% | 0.19% | +56.3% |
Q1 2016 | $530,000 | +77.3% | 10,183 | +77.3% | 0.12% | +72.5% |
Q4 2015 | $299,000 | +6.8% | 5,743 | +4.3% | 0.07% | -1.4% |
Q3 2015 | $280,000 | -1.1% | 5,507 | +11.8% | 0.07% | +12.9% |
Q2 2015 | $283,000 | +3.7% | 4,927 | +3.9% | 0.06% | +1.6% |
Q1 2015 | $273,000 | +16.7% | 4,741 | +11.8% | 0.06% | +8.9% |
Q4 2014 | $234,000 | -3.7% | 4,241 | -10.5% | 0.06% | -1.8% |
Q3 2014 | $243,000 | -11.6% | 4,736 | -5.6% | 0.06% | -8.1% |
Q2 2014 | $275,000 | +34.8% | 5,016 | +28.9% | 0.06% | +21.6% |
Q4 2013 | $204,000 | +40.7% | 3,891 | +29.9% | 0.05% | -3.8% |
Q3 2013 | $145,000 | +9.8% | 2,996 | 0.0% | 0.05% | +43.2% |
Q2 2013 | $132,000 | – | 2,996 | – | 0.04% | – |
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% |