SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,251 | -6.3% | 6,621 | -0.9% | 0.02% | -4.8% |
| Q2 2023 | $292,779 | +15.9% | 6,684 | +10.9% | 0.02% | +16.7% |
| Q1 2023 | $252,668 | -1.5% | 6,026 | -4.8% | 0.02% | -10.0% |
| Q4 2022 | $256,564 | +7.3% | 6,333 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $239,000 | -29.1% | 6,325 | -26.9% | 0.02% | -25.9% |
| Q2 2022 | $337,000 | -11.3% | 8,649 | +7.8% | 0.03% | +8.0% |
| Q1 2022 | $380,000 | -5.9% | 8,020 | +103.1% | 0.02% | -3.8% |
| Q4 2021 | $404,000 | +42.8% | 3,949 | +45.4% | 0.03% | +18.2% |
| Q2 2021 | $283,000 | – | 2,716 | – | 0.02% | – |
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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% |