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 | $892,895 | -3.9% | 21,557 | +1.7% | 0.13% | -11.8% |
Q2 2023 | $928,732 | +68.3% | 21,204 | +61.1% | 0.15% | +15.2% |
Q1 2023 | $551,966 | +3.5% | 13,164 | 0.0% | 0.13% | -7.0% |
Q4 2022 | $533,273 | +6.2% | 13,164 | -0.7% | 0.14% | -6.0% |
Q3 2022 | $502,000 | -2.9% | 13,260 | 0.0% | 0.15% | 0.0% |
Q2 2022 | $517,000 | -17.5% | 13,260 | +0.1% | 0.15% | -17.0% |
Q1 2022 | $627,000 | -6.8% | 13,250 | +101.6% | 0.18% | +32.8% |
Q4 2021 | $673,000 | +2.3% | 6,571 | -0.0% | 0.14% | -4.2% |
Q3 2021 | $658,000 | -3.8% | 6,572 | 0.0% | 0.14% | +0.7% |
Q2 2021 | $684,000 | +4.4% | 6,572 | 0.0% | 0.14% | -4.1% |
Q1 2021 | $655,000 | -55.3% | 6,572 | -66.7% | 0.15% | -62.3% |
Q4 2020 | $1,466,000 | – | 19,731 | – | 0.39% | – |
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% |