SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,588,756 | -5.4% | 38,357 | +0.0% | 0.17% | -8.6% |
| Q2 2023 | $1,680,010 | +1.3% | 38,356 | -3.0% | 0.19% | -3.1% |
| Q1 2023 | $1,657,980 | -6.3% | 39,542 | -9.4% | 0.19% | -11.9% |
| Q4 2022 | $1,768,662 | +114.1% | 43,660 | +99.7% | 0.22% | +62.7% |
| Q3 2022 | $826,000 | -9.5% | 21,860 | -6.7% | 0.13% | -5.0% |
| Q2 2022 | $913,000 | -27.7% | 23,418 | -12.2% | 0.14% | -19.0% |
| Q1 2022 | $1,263,000 | +24.1% | 26,672 | +168.4% | 0.17% | +17.6% |
| Q4 2021 | $1,018,000 | – | 9,937 | – | 0.15% | – |
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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% |