SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,085,365 | +15.9% | 25,885 | +12.0% | 0.02% | +15.4% |
| Q4 2022 | $936,551 | +283.8% | 23,119 | +257.8% | 0.01% | +225.0% |
| Q3 2022 | $244,000 | +8033.3% | 6,462 | +8184.6% | 0.00% | – |
| Q1 2022 | $3,000 | -99.2% | 78 | -97.8% | 0.00% | -100.0% |
| Q4 2021 | $355,000 | +7.6% | 3,472 | +5.2% | 0.01% | +50.0% |
| Q3 2021 | $330,000 | -3.8% | 3,301 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $343,000 | +9.6% | 3,293 | +4.7% | 0.00% | 0.0% |
| Q1 2021 | $313,000 | – | 3,145 | – | 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% |