BUCKINGHAM STRATEGIC WEALTH, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$10,858,087
+12.7%
262,146
+19.2%
0.15%
+12.4%
Q2 2023$9,630,715
+13.4%
219,879
+4.9%
0.14%
-11.0%
Q1 2023$8,492,4300.0%209,6380.0%0.15%0.0%
Q4 2022$8,492,430
+12.6%
209,638
+5.0%
0.15%0.0%
Q3 2022$7,545,000
-1.5%
199,606
+1.6%
0.15%
+2.0%
Q2 2022$7,659,000
-8.0%
196,433
+11.8%
0.15%
-7.9%
Q1 2022$8,321,000
-8.7%
175,695
+97.4%
0.16%
-6.8%
Q4 2021$9,115,000
+3.2%
89,016
+0.9%
0.18%
-2.8%
Q3 2021$8,830,000
-4.5%
88,210
-0.6%
0.18%
-18.8%
Q2 2021$9,243,000
+9.3%
88,719
+4.6%
0.22%
-46.5%
Q1 2021$8,458,000
+3.0%
84,855
-8.0%
0.42%
-3.2%
Q4 2020$8,213,000
+2005.9%
92,283
+1516.2%
0.43%
+1336.7%
Q3 2020$390,000
+1.0%
5,710
-3.4%
0.03%
-18.9%
Q2 2020$386,000
+1.3%
5,909
-20.1%
0.04%0.0%
Q1 2020$381,000
+22.1%
7,397
+79.6%
0.04%
+23.3%
Q4 2019$312,000
+14.3%
4,119
+5.1%
0.03%0.0%
Q3 2019$273,000
-12.2%
3,919
-9.8%
0.03%
-11.8%
Q2 2019$311,000
+16.9%
4,346
+14.1%
0.03%0.0%
Q1 2019$266,000
-8.0%
3,809
-16.9%
0.03%
-59.5%
Q1 2017$289,000
+3.6%
4,586
-12.0%
0.08%
-34.9%
Q1 2014$279,0005,2140.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 231,597$14,053,00013.94%
TD Ameritrade Trust Co 500,855$30,392,00012.72%
B & T Capital Management DBA Alpha Capital Management 375,703$22,798,00010.67%
MONEYWISE, INC. 172,243$10,452,0009.91%
MARSHALL FINANCIAL GROUP INC /ADV 163,016$9,892,0009.37%
PIERSHALE FINANCIAL GROUP, INC. 243,277$14,762,0008.96%
Sharkey, Howes & Javer 223,524$13,563,0008.83%
Tradewinds Capital Management, LLC 269,059$16,327,0008.03%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 164,831$10,002,0007.92%
Gemmer Asset Management LLC 402,935$24,450,0007.54%
View complete list of SCHWAB STRATEGIC TR shareholders