SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $134,000 | -26.4% | 2,938 | +65.2% | 0.02% | -22.7% |
| Q4 2021 | $182,000 | +15.9% | 1,778 | +13.6% | 0.02% | +10.0% |
| Q3 2021 | $157,000 | +2.6% | 1,565 | +6.5% | 0.02% | 0.0% |
| Q2 2021 | $153,000 | -1.3% | 1,469 | -5.8% | 0.02% | -4.8% |
| Q1 2021 | $155,000 | +474.1% | 1,559 | +421.4% | 0.02% | +425.0% |
| Q4 2020 | $27,000 | +35.0% | 299 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $20,000 | -31.0% | 299 | -33.0% | 0.00% | -40.0% |
| Q2 2020 | $29,000 | – | 446 | +14766.7% | 0.01% | – |
| Q1 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 3 | – | 0.00% | – |
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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% |