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 2022 | $784,000 | -7.1% | 19,717 | +4.8% | 1.49% | +2.7% |
| Q2 2022 | $844,000 | -22.8% | 18,816 | -8.1% | 1.45% | +65.7% |
| Q1 2022 | $1,093,000 | -0.3% | 20,468 | +95.3% | 0.88% | +6.1% |
| Q4 2021 | $1,096,000 | -3.5% | 10,481 | -4.8% | 0.82% | -12.3% |
| Q3 2021 | $1,136,000 | -0.7% | 11,006 | +0.6% | 0.94% | +10.2% |
| Q2 2021 | $1,144,000 | +24.3% | 10,944 | +68.8% | 0.85% | +18.4% |
| Q1 2021 | $920,000 | +5.5% | 6,483 | -33.5% | 0.72% | +3.3% |
| Q4 2020 | $872,000 | – | 9,753 | – | 0.70% | – |
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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% |