SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,855,045 | -3.9% | 117,215 | +1.6% | 2.48% | -2.4% |
| Q2 2023 | $5,052,680 | +5.6% | 115,358 | +1.1% | 2.54% | +0.1% |
| Q1 2023 | $4,782,997 | +103070.8% | 114,071 | -0.3% | 2.54% | -2.5% |
| Q4 2022 | $4,636 | -99.9% | 114,430 | +0.5% | 2.60% | +2.5% |
| Q3 2022 | $4,304,000 | -2.6% | 113,870 | +0.5% | 2.54% | +0.8% |
| Q2 2022 | $4,418,000 | -15.5% | 113,309 | +2.6% | 2.52% | -1.3% |
| Q1 2022 | $5,230,000 | -6.3% | 110,440 | +102.6% | 2.56% | -5.3% |
| Q4 2021 | $5,582,000 | +3.3% | 54,507 | +0.9% | 2.70% | -5.8% |
| Q3 2021 | $5,405,000 | -4.6% | 53,996 | -0.7% | 2.86% | -4.6% |
| Q2 2021 | $5,667,000 | +4.3% | 54,396 | -0.2% | 3.00% | -4.1% |
| Q1 2021 | $5,435,000 | +11.6% | 54,525 | -0.3% | 3.13% | -2.1% |
| Q4 2020 | $4,869,000 | +29.6% | 54,708 | -0.5% | 3.20% | +13.7% |
| Q3 2020 | $3,756,000 | +3.6% | 54,970 | -0.9% | 2.81% | -8.0% |
| Q2 2020 | $3,626,000 | +23.2% | 55,487 | -2.9% | 3.06% | -5.6% |
| Q1 2020 | $2,944,000 | -29.9% | 57,152 | +2.9% | 3.24% | -14.0% |
| Q4 2019 | $4,201,000 | – | 55,534 | – | 3.77% | – |
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% |