SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $792,209 | -9.3% | 19,126 | -4.1% | 0.10% | -8.8% |
| Q2 2023 | $873,274 | -4.1% | 19,938 | -8.2% | 0.11% | -4.2% |
| Q1 2023 | $910,745 | -2.4% | 21,721 | -5.7% | 0.12% | -5.6% |
| Q4 2022 | $932,731 | +5.8% | 23,025 | -1.3% | 0.13% | -0.8% |
| Q3 2022 | $882,000 | -5.7% | 23,328 | -2.7% | 0.13% | +4.1% |
| Q2 2022 | $935,000 | -18.4% | 23,977 | -1.0% | 0.12% | -3.9% |
| Q1 2022 | $1,146,000 | -14.3% | 24,210 | +85.5% | 0.13% | -11.2% |
| Q4 2021 | $1,337,000 | -8.4% | 13,052 | -10.5% | 0.14% | -18.3% |
| Q3 2021 | $1,460,000 | -13.6% | 14,582 | -10.1% | 0.18% | -18.6% |
| Q2 2021 | $1,689,000 | -5.9% | 16,214 | -10.0% | 0.22% | -10.0% |
| Q1 2021 | $1,795,000 | +13.2% | 18,008 | +1.1% | 0.24% | +5.3% |
| Q4 2020 | $1,585,000 | +35.8% | 17,806 | +4.2% | 0.23% | +24.0% |
| Q3 2020 | $1,167,000 | +13.0% | 17,081 | +8.0% | 0.18% | -2.1% |
| Q2 2020 | $1,033,000 | -21.0% | 15,815 | -37.7% | 0.19% | -25.2% |
| Q1 2020 | $1,308,000 | -34.0% | 25,387 | -3.2% | 0.25% | -28.4% |
| Q4 2019 | $1,983,000 | +9.3% | 26,219 | +0.7% | 0.35% | +1.2% |
| Q3 2019 | $1,815,000 | +0.2% | 26,033 | +2.7% | 0.34% | +1.2% |
| Q2 2019 | $1,812,000 | +17.5% | 25,350 | +15.0% | 0.34% | +0.6% |
| Q1 2019 | $1,542,000 | +5.3% | 22,049 | -8.7% | 0.34% | -6.6% |
| Q4 2018 | $1,465,000 | +57.4% | 24,149 | +97.5% | 0.36% | +62.8% |
| Q3 2018 | $931,000 | +9.3% | 12,225 | +5.6% | 0.22% | 0.0% |
| Q2 2018 | $852,000 | – | 11,575 | – | 0.22% | – |
Download | ||||||
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% |