SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,485 | -5.4% | 398 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $17,432 | +4.5% | 398 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $16,688 | +3.5% | 398 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $16,123 | +7.5% | 398 | 0.0% | 0.00% | -20.0% |
Q3 2022 | $15,000 | 0.0% | 398 | 0.0% | 0.01% | +25.0% |
Q2 2022 | $15,000 | -16.7% | 398 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $18,000 | +12.5% | 398 | +148.8% | 0.00% | 0.0% |
Q4 2021 | $16,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $16,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $16,000 | +6.7% | 160 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $15,000 | -6.2% | 160 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $16,000 | – | 160 | – | 0.00% | – |
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% |