SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 440 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $3,852,000 | -3.3% | 38,481 | +0.6% | 0.22% | -4.7% |
Q2 2021 | $3,985,000 | -5.1% | 38,250 | -9.3% | 0.24% | -10.6% |
Q1 2021 | $4,201,000 | -4.0% | 42,151 | -14.3% | 0.26% | -6.1% |
Q4 2020 | $4,375,000 | -3.3% | 49,157 | -25.8% | 0.28% | -17.2% |
Q3 2020 | $4,524,000 | -8.4% | 66,211 | -12.4% | 0.34% | -12.4% |
Q2 2020 | $4,937,000 | +46.1% | 75,556 | +15.2% | 0.39% | +17.0% |
Q1 2020 | $3,380,000 | -24.1% | 65,602 | +11.4% | 0.33% | -14.5% |
Q4 2019 | $4,454,000 | +6.3% | 58,888 | -2.0% | 0.39% | +2.4% |
Q3 2019 | $4,189,000 | -1.7% | 60,073 | +0.8% | 0.38% | -6.9% |
Q2 2019 | $4,261,000 | -2.6% | 59,607 | -4.7% | 0.40% | -5.8% |
Q1 2019 | $4,375,000 | +14.8% | 62,568 | -0.3% | 0.43% | +2.9% |
Q4 2018 | $3,810,000 | -30.4% | 62,785 | -12.6% | 0.42% | -19.5% |
Q3 2018 | $5,473,000 | -73.3% | 71,849 | -74.3% | 0.52% | -74.8% |
Q2 2018 | $20,530,000 | +3.7% | 279,054 | -2.6% | 2.06% | -1.9% |
Q1 2018 | $19,803,000 | +0.5% | 286,456 | +1.4% | 2.10% | +4.2% |
Q4 2017 | $19,700,000 | +10.7% | 282,474 | +6.9% | 2.02% | +1.7% |
Q3 2017 | $17,796,000 | – | 264,158 | – | 1.98% | – |
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% |