SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,399,000 | -17.5% | 92,890 | +78.4% | 1.66% | -13.4% |
| Q4 2021 | $5,333,000 | -12.8% | 52,078 | -14.8% | 1.92% | -14.4% |
| Q3 2021 | $6,116,000 | -8.6% | 61,097 | -4.9% | 2.25% | -5.8% |
| Q2 2021 | $6,693,000 | +5.4% | 64,248 | +0.8% | 2.38% | -2.7% |
| Q1 2021 | $6,350,000 | -45.3% | 63,707 | -74.7% | 2.45% | -42.8% |
| Q4 2020 | $11,618,000 | +93.5% | 251,505 | +186.2% | 4.29% | +71.7% |
| Q3 2020 | $6,003,000 | +23.1% | 87,869 | +17.7% | 2.50% | +14.5% |
| Q2 2020 | $4,878,000 | – | 74,662 | – | 2.18% | – |
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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% |