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 | $19,964 | -40.5% | 482 | -37.1% | 0.00% | -50.0% |
| Q2 2023 | $33,551 | +53.3% | 766 | +46.7% | 0.00% | +33.3% |
| Q1 2023 | $21,887 | +3.5% | 522 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,146 | -29.5% | 522 | -33.5% | 0.00% | -57.1% |
| Q3 2022 | $30,000 | +66.7% | 785 | +71.4% | 0.01% | +40.0% |
| Q2 2022 | $18,000 | -14.3% | 458 | +1.3% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | -8.7% | 452 | +100.0% | 0.01% | -16.7% |
| Q4 2021 | $23,000 | – | 226 | – | 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% |