SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 1.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,293,384 | +0.7% | 55,369 | +6.5% | 0.22% | -32.3% |
| Q2 2023 | $2,277,513 | -2.6% | 51,998 | -6.7% | 0.32% | -5.0% |
| Q1 2023 | $2,337,765 | -9.4% | 55,754 | -12.4% | 0.34% | -9.0% |
| Q4 2022 | $2,579,069 | -21.6% | 63,665 | -26.8% | 0.38% | -30.0% |
| Q3 2022 | $3,289,000 | -1.9% | 87,009 | +1.2% | 0.54% | +4.9% |
| Q2 2022 | $3,351,000 | +7.5% | 85,938 | +30.6% | 0.51% | +22.8% |
| Q1 2022 | $3,116,000 | +103.0% | 65,802 | +339.0% | 0.42% | +111.7% |
| Q4 2021 | $1,535,000 | -5.1% | 14,990 | -7.2% | 0.20% | -12.4% |
| Q3 2021 | $1,618,000 | -5.9% | 16,155 | -2.1% | 0.22% | -4.7% |
| Q2 2021 | $1,719,000 | +3.1% | 16,500 | -1.4% | 0.24% | -1.7% |
| Q1 2021 | $1,668,000 | +0.1% | 16,735 | -10.6% | 0.24% | -5.1% |
| Q4 2020 | $1,666,000 | +27.2% | 18,715 | -2.3% | 0.25% | +16.1% |
| Q3 2020 | $1,310,000 | +203.9% | 19,165 | +190.6% | 0.22% | +183.1% |
| Q2 2020 | $431,000 | +35.1% | 6,595 | +6.5% | 0.08% | +18.5% |
| Q1 2020 | $319,000 | -27.8% | 6,190 | +5.8% | 0.06% | -7.1% |
| Q4 2019 | $442,000 | +2.3% | 5,850 | -5.5% | 0.07% | -7.9% |
| Q3 2019 | $432,000 | – | 6,190 | – | 0.08% | – |
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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% |