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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,297,489 | -8.1% | 31,325 | -2.9% | 1.12% | -4.8% |
Q2 2023 | $1,412,294 | +1.2% | 32,244 | -3.1% | 1.18% | -15.1% |
Q1 2023 | $1,394,861 | +3.2% | 33,266 | -0.3% | 1.39% | +6.7% |
Q4 2022 | $1,352,256 | +1.7% | 33,381 | -5.1% | 1.30% | -1.7% |
Q3 2022 | $1,330,000 | -1.4% | 35,192 | +1.8% | 1.32% | -3.5% |
Q2 2022 | $1,349,000 | -17.1% | 34,586 | +0.7% | 1.37% | -12.5% |
Q1 2022 | $1,627,000 | -9.9% | 34,362 | +94.8% | 1.57% | -8.6% |
Q4 2021 | $1,806,000 | – | 17,637 | – | 1.72% | – |
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% |