SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $33,000 | -2.9% | 878 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -34.6% | 878 | -20.5% | 0.00% | -50.0% |
| Q1 2022 | $52,000 | -24.6% | 1,104 | +63.8% | 0.00% | 0.0% |
| Q4 2021 | $69,000 | +3.0% | 674 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $67,000 | +45.7% | 674 | +53.5% | 0.00% | +50.0% |
| Q2 2021 | $46,000 | +253.8% | 439 | +237.7% | 0.00% | +100.0% |
| Q1 2021 | $13,000 | +8.3% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +33.3% | 130 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | -25.0% | 130 | -31.6% | 0.00% | -100.0% |
| Q2 2020 | $12,000 | -25.0% | 190 | -40.3% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -33.3% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | -4.3% | 318 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 318 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +15.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -20.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | -35.1% | 318 | -36.1% | 0.00% | -50.0% |
| Q2 2018 | $37,000 | +68.2% | 498 | +56.6% | 0.00% | +100.0% |
| Q1 2018 | $22,000 | 0.0% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $22,000 | +4.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $21,000 | – | 318 | – | 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% |