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 | $1,500,440 | -6.9% | 36,225 | -1.6% | 0.48% | -3.0% |
| Q2 2023 | $1,612,103 | -19.4% | 36,806 | -22.8% | 0.49% | -20.3% |
| Q1 2023 | $1,999,684 | -8.2% | 47,691 | -11.4% | 0.62% | -11.9% |
| Q4 2022 | $2,179,438 | -1.6% | 53,800 | -8.2% | 0.70% | -12.3% |
| Q3 2022 | $2,214,000 | +12.2% | 58,578 | +15.7% | 0.80% | +19.3% |
| Q2 2022 | $1,974,000 | -15.3% | 50,623 | +2.9% | 0.67% | -7.7% |
| Q1 2022 | $2,330,000 | -10.1% | 49,199 | +94.4% | 0.72% | -12.3% |
| Q4 2021 | $2,591,000 | +1.4% | 25,302 | -0.9% | 0.83% | -2.1% |
| Q3 2021 | $2,556,000 | -4.0% | 25,532 | -0.1% | 0.84% | -3.3% |
| Q2 2021 | $2,662,000 | +2.7% | 25,554 | -1.8% | 0.87% | -3.3% |
| Q1 2021 | $2,593,000 | +11.0% | 26,018 | -0.9% | 0.90% | -6.4% |
| Q4 2020 | $2,337,000 | +4.2% | 26,262 | -20.0% | 0.97% | -3.9% |
| Q3 2020 | $2,242,000 | -16.7% | 32,814 | -20.3% | 1.00% | -14.6% |
| Q2 2020 | $2,691,000 | – | 41,183 | – | 1.18% | – |
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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% |