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 | $720,792 | -11.4% | 18,011 | -1.3% | 0.04% | -6.4% |
Q2 2023 | $813,130 | -0.5% | 18,248 | -6.3% | 0.05% | -9.6% |
Q1 2023 | $816,824 | +6.2% | 19,481 | +2.6% | 0.05% | 0.0% |
Q4 2022 | $769,476 | +53.0% | 18,995 | +42.8% | 0.05% | +33.3% |
Q3 2022 | $503,000 | -4.6% | 13,304 | -1.6% | 0.04% | 0.0% |
Q2 2022 | $527,000 | -16.2% | 13,520 | +1.7% | 0.04% | -4.9% |
Q1 2022 | $629,000 | -16.4% | 13,288 | +81.0% | 0.04% | -22.6% |
Q4 2021 | $752,000 | -1.1% | 7,343 | -3.3% | 0.05% | -11.7% |
Q3 2021 | $760,000 | +0.7% | 7,594 | +4.8% | 0.06% | -1.6% |
Q2 2021 | $755,000 | +13.7% | 7,247 | +8.9% | 0.06% | +5.2% |
Q1 2021 | $664,000 | +15.9% | 6,657 | +3.3% | 0.06% | +5.5% |
Q4 2020 | $573,000 | +60.1% | 6,443 | +23.1% | 0.06% | +37.5% |
Q3 2020 | $358,000 | -3.2% | 5,236 | -7.6% | 0.04% | -13.0% |
Q2 2020 | $370,000 | +17.1% | 5,667 | -7.7% | 0.05% | -4.2% |
Q1 2020 | $316,000 | -35.0% | 6,138 | -4.5% | 0.05% | -7.7% |
Q4 2019 | $486,000 | +14.4% | 6,429 | +5.4% | 0.05% | -1.9% |
Q3 2019 | $425,000 | -6.4% | 6,097 | -3.9% | 0.05% | -3.6% |
Q2 2019 | $454,000 | 0.0% | 6,345 | -2.4% | 0.06% | -5.2% |
Q1 2019 | $454,000 | +16.1% | 6,498 | +0.9% | 0.06% | -1.7% |
Q4 2018 | $391,000 | -13.9% | 6,442 | +8.1% | 0.06% | -3.3% |
Q3 2018 | $454,000 | +8.4% | 5,958 | +4.5% | 0.06% | +3.4% |
Q2 2018 | $419,000 | +5.5% | 5,700 | -0.6% | 0.06% | +5.4% |
Q1 2018 | $397,000 | +30.2% | 5,737 | +31.3% | 0.06% | +30.2% |
Q4 2017 | $305,000 | – | 4,369 | – | 0.04% | – |
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% |