SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $31,728 | -5.4% | 766 | 0.0% | 0.01% | -7.1% |
Q2 2023 | $33,551 | +104746.9% | 766 | 0.0% | 0.01% | -6.7% |
Q1 2023 | $32 | +3.2% | 766 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $31 | -99.8% | 766 | +49.6% | 0.02% | 0.0% |
Q3 2022 | $19,000 | -52.5% | 512 | -49.8% | 0.02% | -11.8% |
Q2 2022 | $40,000 | -85.8% | 1,020 | -82.8% | 0.02% | -84.4% |
Q1 2022 | $282,000 | +1.4% | 5,946 | +118.8% | 0.11% | -9.9% |
Q4 2021 | $278,000 | +2.2% | 2,717 | 0.0% | 0.12% | -3.2% |
Q3 2021 | $272,000 | -5.9% | 2,717 | -2.0% | 0.12% | -10.1% |
Q2 2021 | $289,000 | +2.8% | 2,772 | -1.8% | 0.14% | +8.6% |
Q1 2021 | $281,000 | +73.5% | 2,822 | +33.0% | 0.13% | +73.0% |
Q4 2020 | $162,000 | +52.8% | 2,122 | +36.6% | 0.07% | +25.4% |
Q3 2020 | $106,000 | +5.0% | 1,553 | 0.0% | 0.06% | -6.3% |
Q2 2020 | $101,000 | -8.2% | 1,553 | +6.4% | 0.06% | -12.5% |
Q4 2019 | $110,000 | – | 1,459 | – | 0.07% | – |
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% |