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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $722,210 | -16.7% | 17,224 | -19.5% | 0.19% | -17.0% |
Q4 2022 | $867,270 | -15.1% | 21,409 | -20.7% | 0.22% | -19.4% |
Q3 2022 | $1,021,000 | -44.7% | 27,003 | -42.9% | 0.28% | -45.6% |
Q2 2022 | $1,845,000 | -24.5% | 47,329 | -8.2% | 0.51% | -26.8% |
Q1 2022 | $2,443,000 | -3.2% | 51,576 | +109.3% | 0.70% | -3.9% |
Q4 2021 | $2,523,000 | +137.8% | 24,638 | +132.4% | 0.73% | +115.4% |
Q3 2021 | $1,061,000 | -6.5% | 10,602 | -2.7% | 0.34% | -41.0% |
Q2 2021 | $1,135,000 | +81.6% | 10,893 | +73.6% | 0.57% | +64.1% |
Q1 2021 | $625,000 | +37.4% | 6,274 | +22.6% | 0.35% | +34.4% |
Q4 2020 | $455,000 | +30.0% | 5,117 | 0.0% | 0.26% | +24.5% |
Q3 2020 | $350,000 | +4.8% | 5,117 | 0.0% | 0.21% | -8.4% |
Q2 2020 | $334,000 | +7.4% | 5,117 | +24.4% | 0.23% | +9.1% |
Q4 2019 | $311,000 | – | 4,112 | – | 0.21% | – |
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% |