SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,027,052 | +5.7% | 121,368 | +11.8% | 0.70% | +1.8% |
Q2 2023 | $4,755,645 | +13.9% | 108,576 | +6.9% | 0.68% | +1.9% |
Q1 2023 | $4,175,048 | +8.0% | 101,558 | +6.4% | 0.67% | -11.1% |
Q4 2022 | $3,866,617 | +7.9% | 95,448 | +0.7% | 0.76% | -0.4% |
Q3 2022 | $3,584,000 | -1.9% | 94,809 | +1.1% | 0.76% | -1.9% |
Q2 2022 | $3,655,000 | -16.5% | 93,741 | +2.9% | 0.77% | -3.5% |
Q1 2022 | $4,376,000 | +2.6% | 91,096 | +101.6% | 0.80% | +15.6% |
Q4 2021 | $4,264,000 | -12.0% | 45,191 | -8.4% | 0.69% | -20.4% |
Q3 2021 | $4,843,000 | 0.0% | 49,362 | 0.0% | 0.87% | -0.1% |
Q2 2021 | $4,843,000 | +5.3% | 49,362 | +7.0% | 0.87% | -3.8% |
Q1 2021 | $4,599,000 | +18.7% | 46,141 | +6.0% | 0.91% | +13.1% |
Q4 2020 | $3,875,000 | +40.4% | 43,538 | +16.7% | 0.80% | +4.4% |
Q3 2020 | $2,760,000 | -98.4% | 37,296 | -98.5% | 0.77% | -89.3% |
Q1 2020 | $167,733,000 | +5675.9% | 2,478,063 | +6354.5% | 7.19% | +2249.0% |
Q4 2019 | $2,904,000 | – | 38,393 | – | 0.31% | – |
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% |