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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,728 | -5.4% | 5,498 | 0.0% | 0.07% | -4.3% |
| Q2 2023 | $240,813 | -0.2% | 5,498 | -4.5% | 0.07% | -5.5% |
| Q1 2023 | $241,304 | +8.3% | 5,755 | +4.7% | 0.07% | +1.4% |
| Q4 2022 | $222,724 | +7.1% | 5,498 | 0.0% | 0.07% | -5.3% |
| Q3 2022 | $208,000 | -2.8% | 5,498 | 0.0% | 0.08% | -2.6% |
| Q2 2022 | $214,000 | -17.7% | 5,498 | 0.0% | 0.08% | -8.2% |
| Q1 2022 | $260,000 | -54.1% | 5,498 | -0.5% | 0.08% | -51.7% |
| Q4 2021 | $566,000 | +0.5% | 5,527 | -1.8% | 0.18% | -5.9% |
| Q3 2021 | $563,000 | -10.2% | 5,627 | -6.5% | 0.19% | -11.0% |
| Q2 2021 | $627,000 | +3.1% | 6,015 | -1.4% | 0.21% | -5.4% |
| Q1 2021 | $608,000 | +10.9% | 6,100 | -0.9% | 0.22% | +4.2% |
| Q4 2020 | $548,000 | – | 6,158 | – | 0.21% | – |
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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% |