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 | $745,933 | -6.2% | 18,009 | -5.0% | 0.54% | -6.8% |
| Q2 2023 | $794,993 | 0.0% | 18,960 | 0.0% | 0.58% | 0.0% |
| Q1 2023 | $794,993 | +3.5% | 18,960 | 0.0% | 0.58% | -0.2% |
| Q4 2022 | $768,070 | +11.6% | 18,960 | +4.1% | 0.58% | +6.2% |
| Q3 2022 | $688,000 | -3.2% | 18,210 | -0.1% | 0.54% | +4.8% |
| Q2 2022 | $711,000 | -17.6% | 18,235 | +0.0% | 0.52% | -3.5% |
| Q1 2022 | $863,000 | -7.0% | 18,230 | +101.1% | 0.54% | -3.8% |
| Q4 2021 | $928,000 | +4.0% | 9,067 | +1.7% | 0.56% | -4.8% |
| Q3 2021 | $892,000 | -1.9% | 8,916 | +2.2% | 0.59% | -6.1% |
| Q2 2021 | $909,000 | +7.1% | 8,722 | +2.3% | 0.62% | -1.4% |
| Q1 2021 | $849,000 | +14.0% | 8,523 | +1.8% | 0.63% | +2.3% |
| Q4 2020 | $745,000 | +46.7% | 8,375 | +12.7% | 0.62% | +28.4% |
| Q3 2020 | $508,000 | +3.3% | 7,430 | -1.3% | 0.48% | -6.8% |
| Q2 2020 | $492,000 | +31.2% | 7,525 | +3.5% | 0.52% | +13.8% |
| Q1 2020 | $375,000 | -29.0% | 7,273 | +4.2% | 0.46% | -9.5% |
| Q4 2019 | $528,000 | – | 6,979 | – | 0.50% | – |
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% |