SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,112 | -19.7% | 5,628 | -15.1% | 0.08% | -17.5% |
| Q2 2023 | $290,306 | +11.6% | 6,628 | +6.9% | 0.10% | +6.2% |
| Q1 2023 | $260,050 | +9.3% | 6,202 | +5.6% | 0.10% | +3.2% |
| Q4 2022 | $237,875 | +6.2% | 5,872 | -0.8% | 0.09% | +1.1% |
| Q3 2022 | $224,000 | -6.3% | 5,922 | -3.3% | 0.09% | +1.1% |
| Q2 2022 | $239,000 | -17.3% | 6,122 | +0.4% | 0.09% | -5.2% |
| Q1 2022 | $289,000 | -4.3% | 6,099 | +106.5% | 0.10% | -1.0% |
| Q4 2021 | $302,000 | +2.0% | 2,953 | 0.0% | 0.10% | -2.0% |
| Q3 2021 | $296,000 | -3.6% | 2,953 | +0.1% | 0.10% | -3.8% |
| Q2 2021 | $307,000 | +1.0% | 2,949 | -3.3% | 0.10% | -5.5% |
| Q1 2021 | $304,000 | +6.7% | 3,050 | -4.9% | 0.11% | +2.8% |
| Q4 2020 | $285,000 | +14.9% | 3,207 | -33.3% | 0.11% | -15.7% |
| Q1 2020 | $248,000 | -70.1% | 4,806 | -56.2% | 0.13% | -28.2% |
| Q4 2019 | $830,000 | +9.5% | 10,968 | +1.0% | 0.18% | +5.4% |
| Q3 2019 | $758,000 | +92.4% | 10,860 | +96.8% | 0.17% | -5.1% |
| Q2 2019 | $394,000 | -38.8% | 5,518 | -40.0% | 0.18% | +19.6% |
| Q1 2019 | $644,000 | – | 9,198 | – | 0.15% | – |
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% |