SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,437,150 | -10.9% | 34,697 | -5.8% | 0.01% | -12.5% |
| Q2 2023 | $1,612,585 | +11.7% | 36,817 | +7.0% | 0.02% | 0.0% |
| Q1 2023 | $1,443,365 | +6.1% | 34,423 | +2.5% | 0.02% | +33.3% |
| Q4 2022 | $1,360,852 | -99.8% | 33,593 | -26.9% | 0.01% | +33.3% |
| Q3 2022 | $868,868,000 | +18970.9% | 45,946 | -60.7% | 0.01% | -80.9% |
| Q2 2022 | $4,556,000 | +397.4% | 116,862 | +504.3% | 0.05% | +370.0% |
| Q1 2022 | $916,000 | -4.8% | 19,337 | +105.9% | 0.01% | 0.0% |
| Q4 2021 | $962,000 | -93.8% | 9,391 | -94.0% | 0.01% | -93.6% |
| Q3 2021 | $15,635,000 | +1330.5% | 156,193 | +1389.4% | 0.16% | +1200.0% |
| Q2 2021 | $1,093,000 | +7.3% | 10,487 | +2.6% | 0.01% | -7.7% |
| Q1 2021 | $1,019,000 | -93.3% | 10,222 | -94.0% | 0.01% | -92.6% |
| Q4 2020 | $15,223,000 | -96.8% | 170,663 | +168873.3% | 0.18% | +1855.6% |
| Q3 2020 | $472,000,000 | – | 101 | – | 0.01% | – |
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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% |