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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $497,368 | -16.4% | 12,008 | -11.6% | 0.04% | -10.3% |
| Q2 2023 | $594,701 | +17.0% | 13,578 | +12.0% | 0.04% | +39.3% |
| Q1 2023 | $508,210 | +3.5% | 12,120 | -0.0% | 0.03% | -12.5% |
| Q4 2022 | $491,083 | +4.7% | 12,123 | -2.3% | 0.03% | -5.9% |
| Q3 2022 | $469,000 | -54.0% | 12,412 | -52.6% | 0.03% | -52.8% |
| Q2 2022 | $1,020,000 | -49.5% | 26,159 | -38.6% | 0.07% | -41.9% |
| Q1 2022 | $2,018,000 | +2.4% | 42,605 | +121.4% | 0.12% | +0.8% |
| Q4 2021 | $1,971,000 | -49.8% | 19,246 | -51.2% | 0.12% | -63.3% |
| Q1 2021 | $3,930,000 | +17.7% | 39,433 | +5.1% | 0.34% | +6.0% |
| Q4 2020 | $3,338,000 | – | 37,506 | – | 0.32% | – |
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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% |