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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $280,000 | -39.4% | 2,735 | -40.7% | 0.17% | -42.1% |
| Q3 2021 | $462,000 | -61.0% | 4,615 | -61.2% | 0.29% | -63.6% |
| Q2 2021 | $1,185,000 | +32.3% | 11,891 | -5.1% | 0.80% | -6.2% |
| Q2 2019 | $896,000 | +148.2% | 12,532 | +142.7% | 0.86% | +129.5% |
| Q1 2019 | $361,000 | -80.4% | 5,163 | -83.0% | 0.37% | -84.2% |
| Q4 2018 | $1,846,000 | +591.4% | 30,425 | +686.8% | 2.36% | +937.4% |
| Q1 2018 | $267,000 | -92.2% | 3,867 | -92.1% | 0.23% | -92.3% |
| Q4 2017 | $3,431,000 | – | 49,199 | – | 2.96% | – |
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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% |