Element Wealth, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,442,915
-4.9%
58,979
+0.6%
1.76%
-1.5%
Q2 2023$2,567,816
+4.1%
58,625
-0.4%
1.79%
-2.8%
Q1 2023$2,467,161
+0.8%
58,840
-2.6%
1.84%
-8.0%
Q4 2022$2,447,908
+5.6%
60,427
-1.5%
2.00%
-6.5%
Q3 2022$2,319,000
-3.5%
61,345
-0.5%
2.14%
-10.6%
Q2 2022$2,404,000
-18.3%
61,656
-0.7%
2.39%
+1.0%
Q1 2022$2,941,000
-9.9%
62,098
+94.8%
2.37%
-3.8%
Q4 2021$3,265,000
-16.8%
31,884
-18.6%
2.46%
-21.2%
Q3 2021$3,922,000
-3.7%
39,178
+0.2%
3.13%
-1.6%
Q2 2021$4,074,000
+3.1%
39,104
-1.4%
3.18%
-3.3%
Q1 2021$3,953,000
+10.8%
39,663
-1.1%
3.29%
-0.5%
Q4 2020$3,568,000
+21.3%
40,092
-6.9%
3.30%
+5.1%
Q3 2020$2,942,000
-5.0%
43,063
-9.1%
3.14%
-11.6%
Q2 2020$3,097,000
+29.7%
47,394
+2.3%
3.55%
+7.7%
Q1 2020$2,388,000
-32.4%
46,348
-0.8%
3.30%
-8.8%
Q4 2019$3,534,00046,7243.62%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 231,597$14,053,00013.94%
TD Ameritrade Trust Co 500,855$30,392,00012.72%
B & T Capital Management DBA Alpha Capital Management 375,703$22,798,00010.67%
MONEYWISE, INC. 172,243$10,452,0009.91%
MARSHALL FINANCIAL GROUP INC /ADV 163,016$9,892,0009.37%
PIERSHALE FINANCIAL GROUP, INC. 243,277$14,762,0008.96%
Sharkey, Howes & Javer 223,524$13,563,0008.83%
Tradewinds Capital Management, LLC 269,059$16,327,0008.03%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 164,831$10,002,0007.92%
Gemmer Asset Management LLC 402,935$24,450,0007.54%
View complete list of SCHWAB STRATEGIC TR shareholders