SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,177,743 | -6.3% | 76,720 | -0.9% | 1.80% | +3.5% |
| Q2 2023 | $3,390,670 | +8.8% | 77,413 | +4.2% | 1.74% | +5.2% |
| Q1 2023 | $3,115,933 | +2.1% | 74,313 | -1.3% | 1.65% | +2.5% |
| Q4 2022 | $3,050,745 | +107.5% | 75,308 | +93.6% | 1.61% | +81.2% |
| Q3 2022 | $1,470,000 | +3.7% | 38,892 | +6.9% | 0.89% | +14.1% |
| Q2 2022 | $1,418,000 | -17.0% | 36,368 | +0.9% | 0.78% | +1.0% |
| Q1 2022 | $1,708,000 | 0.0% | 36,054 | +116.1% | 0.77% | -3.8% |
| Q4 2021 | $1,708,000 | +4.8% | 16,684 | +2.5% | 0.80% | -9.3% |
| Q3 2021 | $1,630,000 | -1.7% | 16,284 | +2.3% | 0.88% | +1.8% |
| Q2 2021 | $1,658,000 | +5.9% | 15,917 | +1.4% | 0.87% | -5.4% |
| Q1 2021 | $1,565,000 | -11.8% | 15,698 | -21.2% | 0.92% | -19.9% |
| Q4 2020 | $1,774,000 | +26.4% | 19,930 | -3.0% | 1.14% | +9.4% |
| Q3 2020 | $1,404,000 | +3.9% | 20,556 | -0.6% | 1.04% | -13.2% |
| Q2 2020 | $1,351,000 | +14.8% | 20,673 | +33.2% | 1.20% | +1.9% |
| Q4 2019 | $1,177,000 | – | 15,520 | – | 1.18% | – |
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% |