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 | $716,732 | -36.9% | 17,304 | -33.3% | 0.24% | +6.8% |
| Q2 2023 | $1,135,559 | -2.1% | 25,926 | -6.3% | 0.22% | -6.3% |
| Q1 2023 | $1,159,599 | +1.3% | 27,656 | -2.2% | 0.24% | -3.7% |
| Q4 2022 | $1,145,065 | +9.4% | 28,266 | +2.1% | 0.25% | +0.4% |
| Q3 2022 | $1,047,000 | -3.6% | 27,685 | -0.6% | 0.24% | +10.9% |
| Q2 2022 | $1,086,000 | -22.4% | 27,861 | -5.8% | 0.22% | -5.6% |
| Q1 2022 | $1,400,000 | -16.2% | 29,570 | +81.3% | 0.23% | -12.4% |
| Q4 2021 | $1,670,000 | +38.0% | 16,310 | +19.9% | 0.27% | +4.7% |
| Q4 2020 | $1,210,000 | – | 13,601 | – | 0.26% | – |
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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% |