SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948,062 | +22.5% | 22,889 | +29.5% | 0.01% | +27.3% |
| Q2 2023 | $774,209 | +37.9% | 17,676 | +32.0% | 0.01% | +22.2% |
| Q1 2023 | $561,317 | +4.9% | 13,387 | +1.4% | 0.01% | 0.0% |
| Q4 2022 | $534,894 | +4.7% | 13,204 | -2.2% | 0.01% | -10.0% |
| Q3 2022 | $511,000 | +1.0% | 13,506 | +4.0% | 0.01% | 0.0% |
| Q2 2022 | $506,000 | +0.2% | 12,982 | +21.7% | 0.01% | +25.0% |
| Q1 2022 | $505,000 | -0.6% | 10,665 | +115.1% | 0.01% | 0.0% |
| Q4 2021 | $508,000 | +3.5% | 4,958 | +1.1% | 0.01% | 0.0% |
| Q3 2021 | $491,000 | +1.4% | 4,906 | +5.7% | 0.01% | 0.0% |
| Q2 2021 | $484,000 | +6.1% | 4,642 | +1.5% | 0.01% | -20.0% |
| Q1 2021 | $456,000 | +23.2% | 4,572 | +10.0% | 0.01% | +25.0% |
| Q4 2020 | $370,000 | +31.2% | 4,158 | +0.8% | 0.01% | +14.3% |
| Q3 2020 | $282,000 | -6.6% | 4,125 | -10.8% | 0.01% | -22.2% |
| Q2 2020 | $302,000 | +16.6% | 4,625 | -8.0% | 0.01% | 0.0% |
| Q1 2020 | $259,000 | -11.0% | 5,025 | +30.4% | 0.01% | 0.0% |
| Q4 2019 | $291,000 | – | 3,853 | – | 0.01% | – |
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% |