SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $291,000 | +35.3% | 3,273 | +4.1% | 0.00% | +100.0% |
| Q3 2020 | $215,000 | -21.8% | 3,145 | -13.6% | 0.00% | 0.0% |
| Q4 2019 | $275,000 | +7.8% | 3,638 | -0.6% | 0.00% | 0.0% |
| Q3 2019 | $255,000 | -11.1% | 3,660 | -8.9% | 0.00% | -50.0% |
| Q2 2019 | $287,000 | +5.5% | 4,018 | +3.5% | 0.00% | 0.0% |
| Q1 2019 | $272,000 | -2.9% | 3,884 | -15.7% | 0.00% | 0.0% |
| Q4 2018 | $280,000 | -14.4% | 4,609 | +7.5% | 0.00% | 0.0% |
| Q3 2018 | $327,000 | +11.2% | 4,287 | +7.4% | 0.00% | 0.0% |
| Q2 2018 | $294,000 | +10.1% | 3,990 | +3.6% | 0.00% | 0.0% |
| Q1 2018 | $267,000 | +1.5% | 3,853 | +2.1% | 0.00% | +100.0% |
| Q4 2017 | $263,000 | +6.5% | 3,774 | +2.8% | 0.00% | -50.0% |
| Q3 2017 | $247,000 | +7.4% | 3,670 | +2.0% | 0.00% | 0.0% |
| Q2 2017 | $230,000 | – | 3,598 | – | 0.00% | – |
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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% |