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 | $8,781 | -5.4% | 212 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $9,286 | +4.5% | 212 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $8,889 | +3.5% | 212 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $8,588 | +7.4% | 212 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | -46.7% | 212 | -43.0% | 0.01% | -40.0% |
| Q2 2022 | $15,000 | -16.7% | 372 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 372 | +100.0% | 0.01% | +42.9% |
| Q4 2021 | $19,000 | 0.0% | 186 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $19,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $19,000 | +11.8% | 186 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $17,000 | +21.4% | 186 | -6.1% | 0.01% | 0.0% |
| Q3 2020 | $14,000 | 0.0% | 198 | -6.2% | 0.01% | -12.5% |
| Q2 2020 | $14,000 | +27.3% | 211 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $11,000 | +10.0% | 211 | +67.5% | 0.01% | +12.5% |
| Q4 2019 | $10,000 | – | 126 | – | 0.01% | – |
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% |