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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,745 | -2.3% | 1,708 | +3.3% | 0.02% | 0.0% |
| Q2 2023 | $72,445 | +5.9% | 1,654 | +1.4% | 0.02% | 0.0% |
| Q1 2023 | $68,388 | +103518.2% | 1,631 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $66 | -99.9% | 1,631 | -4.2% | 0.02% | -10.7% |
| Q3 2022 | $64,000 | -3.0% | 1,703 | 0.0% | 0.03% | +3.7% |
| Q2 2022 | $66,000 | -15.4% | 1,703 | +3.3% | 0.03% | 0.0% |
| Q1 2022 | $78,000 | +13.0% | 1,648 | +146.3% | 0.03% | +12.5% |
| Q4 2021 | $69,000 | +3.0% | 669 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $67,000 | -4.3% | 669 | 0.0% | 0.03% | -15.6% |
| Q2 2021 | $70,000 | +4.5% | 669 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $67,000 | -1.5% | 669 | -11.9% | 0.03% | -23.8% |
| Q4 2020 | $68,000 | +41.7% | 759 | +8.6% | 0.04% | +23.5% |
| Q3 2020 | $48,000 | +242.9% | 699 | +206.6% | 0.03% | +277.8% |
| Q4 2018 | $14,000 | – | 228 | – | 0.01% | – |
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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% |