SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467 | +4.0% | 11,263 | +9.9% | 0.01% | 0.0% |
| Q2 2023 | $449 | -99.9% | 10,252 | +31.4% | 0.01% | +16.7% |
| Q4 2022 | $316,000 | -99.9% | 7,801 | +22.1% | 0.01% | +20.0% |
| Q3 2022 | $242,000,000 | +68845.9% | 6,390 | -29.1% | 0.01% | -28.6% |
| Q2 2022 | $351,000 | -2.2% | 9,010 | +19.0% | 0.01% | +16.7% |
| Q1 2022 | $359,000 | -99.9% | 7,574 | +117.6% | 0.01% | 0.0% |
| Q4 2021 | $356,000,000 | +136823.1% | 3,481 | +34.2% | 0.01% | +20.0% |
| Q3 2021 | $260,000 | -47.6% | 2,594 | -45.5% | 0.01% | -54.5% |
| Q2 2021 | $496,000 | +24.3% | 4,760 | +18.8% | 0.01% | +10.0% |
| Q1 2021 | $399,000 | – | 4,007 | – | 0.01% | – |
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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% |