SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,541,563 | -1.4% | 133,790 | +4.3% | 2.70% | +1.7% |
| Q2 2023 | $5,619,892 | +14.1% | 128,308 | +9.3% | 2.65% | +1.0% |
| Q1 2023 | $4,923,732 | +18.9% | 117,427 | +14.8% | 2.63% | +7.3% |
| Q4 2022 | $4,142,418 | +17.3% | 102,257 | +9.5% | 2.45% | +8.4% |
| Q3 2022 | $3,531,000 | +2.6% | 93,424 | +5.8% | 2.26% | +6.7% |
| Q2 2022 | $3,443,000 | -16.1% | 88,295 | +1.9% | 2.12% | -6.8% |
| Q1 2022 | $4,105,000 | -20.8% | 86,679 | +71.3% | 2.27% | -16.5% |
| Q4 2021 | $5,182,000 | +28.0% | 50,607 | +25.1% | 2.72% | +18.5% |
| Q3 2021 | $4,048,000 | -1.4% | 40,444 | +2.6% | 2.30% | -3.9% |
| Q2 2021 | $4,107,000 | +8.5% | 39,418 | +3.8% | 2.39% | -0.2% |
| Q1 2021 | $3,785,000 | -11.9% | 37,978 | -21.3% | 2.39% | -17.4% |
| Q4 2020 | $4,296,000 | – | 48,275 | – | 2.90% | – |
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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% |