SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,894,408 | -10.2% | 45,737 | -5.1% | 0.02% | +4.5% |
Q2 2023 | $2,110,453 | +38.7% | 48,184 | +32.7% | 0.02% | +15.8% |
Q1 2023 | $1,522,054 | +49.9% | 36,300 | +44.8% | 0.02% | -47.2% |
Q4 2022 | $1,015,280 | +74.1% | 25,062 | +62.5% | 0.04% | +56.5% |
Q3 2022 | $583,000 | +10.2% | 15,427 | +13.8% | 0.02% | +9.5% |
Q2 2022 | $529,000 | -18.6% | 13,561 | -1.2% | 0.02% | -8.7% |
Q1 2022 | $650,000 | -4.4% | 13,728 | +106.9% | 0.02% | 0.0% |
Q4 2021 | $680,000 | +19.5% | 6,636 | +16.7% | 0.02% | +9.5% |
Q3 2021 | $569,000 | -5.0% | 5,687 | -1.1% | 0.02% | -12.5% |
Q2 2021 | $599,000 | +4.4% | 5,750 | -0.2% | 0.02% | -4.0% |
Q1 2021 | $574,000 | +16.0% | 5,761 | +3.5% | 0.02% | +8.7% |
Q4 2020 | $495,000 | +34.9% | 5,564 | +3.5% | 0.02% | +21.1% |
Q3 2020 | $367,000 | +5.2% | 5,374 | +0.6% | 0.02% | 0.0% |
Q2 2020 | $349,000 | +26.9% | 5,340 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $275,000 | -37.1% | 5,340 | -7.6% | 0.02% | -44.1% |
Q4 2019 | $437,000 | – | 5,778 | – | 0.03% | – |
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% |