SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $613,000 | +4.8% | 5,990 | +2.5% | 0.04% | -13.0% |
| Q3 2021 | $585,000 | -5.0% | 5,844 | -1.2% | 0.05% | -6.1% |
| Q2 2021 | $616,000 | +4.1% | 5,915 | -0.3% | 0.05% | -7.5% |
| Q1 2021 | $592,000 | +3.1% | 5,932 | -8.0% | 0.05% | -3.6% |
| Q4 2020 | $574,000 | +59.9% | 6,445 | +22.7% | 0.06% | +41.0% |
| Q3 2020 | $359,000 | -28.1% | 5,251 | -31.3% | 0.04% | -32.8% |
| Q2 2020 | $499,000 | +89.0% | 7,639 | +48.9% | 0.06% | +70.6% |
| Q1 2020 | $264,000 | -15.4% | 5,132 | +24.6% | 0.03% | +6.2% |
| Q4 2019 | $312,000 | +11.0% | 4,118 | +2.2% | 0.03% | +3.2% |
| Q3 2019 | $281,000 | +1.8% | 4,030 | +4.3% | 0.03% | +3.3% |
| Q2 2019 | $276,000 | +50.8% | 3,865 | +28.0% | 0.03% | -21.1% |
| Q4 2018 | $183,000 | -99.4% | 3,019 | +505.0% | 0.04% | +660.0% |
| Q4 2016 | $31,000,000 | +106796.6% | 499 | +0.4% | 0.01% | 0.0% |
| Q3 2016 | $29,000 | -78.7% | 497 | -81.2% | 0.01% | -81.5% |
| Q3 2014 | $136,000 | – | 2,649 | – | 0.03% | – |
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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% |