SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,229 | -3.5% | 29,676 | +2.1% | 0.15% | +30.4% |
Q2 2023 | $1,273 | +3.7% | 29,057 | -0.7% | 0.12% | -25.3% |
Q1 2023 | $1,227 | -0.2% | 29,272 | -3.6% | 0.15% | -9.9% |
Q4 2022 | $1,230 | -99.9% | 30,362 | +3.5% | 0.17% | +6.9% |
Q3 2022 | $1,109,000 | +66.3% | 29,341 | +71.4% | 0.16% | +72.0% |
Q2 2022 | $667,000 | -3.2% | 17,115 | +17.6% | 0.09% | +10.7% |
Q1 2022 | $689,000 | -11.1% | 14,549 | +92.1% | 0.08% | -5.6% |
Q4 2021 | $775,000 | +17.2% | 7,572 | +14.6% | 0.09% | 0.0% |
Q3 2021 | $661,000 | +11.5% | 6,607 | +16.0% | 0.09% | +11.2% |
Q2 2021 | $593,000 | +4.2% | 5,694 | -0.3% | 0.08% | +2.6% |
Q1 2021 | $569,000 | +14.3% | 5,711 | +2.1% | 0.08% | +6.8% |
Q4 2020 | $498,000 | +25.4% | 5,596 | -3.8% | 0.07% | +12.3% |
Q3 2020 | $397,000 | +10.6% | 5,816 | +6.0% | 0.06% | +3.2% |
Q2 2020 | $359,000 | +36.5% | 5,488 | +7.5% | 0.06% | +10.5% |
Q1 2020 | $263,000 | -4.7% | 5,104 | +39.9% | 0.06% | +3.6% |
Q4 2019 | $276,000 | +3.8% | 3,649 | -4.4% | 0.06% | -6.8% |
Q3 2019 | $266,000 | – | 3,816 | – | 0.06% | – |
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% |