SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $41 | -99.9% | 1 | -99.9% | 0.00% | – |
| Q3 2022 | $45,000 | -4.3% | 1,200 | 0.0% | 0.00% | – |
| Q2 2022 | $47,000 | -17.5% | 1,200 | 0.0% | 0.00% | – |
| Q1 2022 | $57,000 | -6.6% | 1,200 | +100.0% | 0.00% | – |
| Q4 2021 | $61,000 | +1.7% | 600 | 0.0% | 0.00% | – |
| Q3 2021 | $60,000 | -59.5% | 600 | -57.5% | 0.00% | – |
| Q2 2021 | $148,000 | -31.5% | 1,413 | -34.8% | 0.00% | – |
| Q1 2021 | $216,000 | +170.0% | 2,166 | +140.7% | 0.00% | – |
| Q4 2020 | $80,000 | +95.1% | 900 | +50.0% | 0.00% | – |
| Q3 2020 | $41,000 | -54.9% | 600 | -56.8% | 0.00% | – |
| Q2 2020 | $91,000 | +193.5% | 1,390 | +131.7% | 0.00% | – |
| Q1 2020 | $31,000 | -31.1% | 600 | 0.0% | 0.00% | – |
| Q4 2019 | $45,000 | +7.1% | 600 | -3.1% | 0.00% | – |
| Q3 2019 | $42,000 | 0.0% | 619 | +3.2% | 0.00% | – |
| Q2 2019 | $42,000 | +2.4% | 600 | 0.0% | 0.00% | – |
| Q1 2019 | $41,000 | -24.1% | 600 | -33.3% | 0.00% | – |
| Q4 2018 | $54,000 | -93.8% | 900 | -92.1% | 0.00% | – |
| Q3 2018 | $865,000 | +206.7% | 11,349 | +195.9% | 0.00% | – |
| Q2 2018 | $282,000 | +587.8% | 3,836 | +539.3% | 0.00% | – |
| Q1 2018 | $41,000 | -79.4% | 600 | -83.4% | 0.00% | – |
| Q4 2014 | $199,000 | +7.0% | 3,625 | 0.0% | 0.00% | – |
| Q3 2014 | $186,000 | -63.7% | 3,625 | -61.4% | 0.00% | – |
| Q2 2014 | $513,000 | -17.1% | 9,382 | -18.8% | 0.00% | – |
| Q1 2014 | $619,000 | +225.8% | 11,555 | +218.8% | 0.00% | – |
| Q4 2013 | $190,000 | +9.2% | 3,625 | 0.0% | 0.00% | – |
| Q3 2013 | $174,000 | – | 3,625 | – | 0.00% | – |
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% |