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 | $972,762 | -4.4% | 23,485 | +1.1% | 0.04% | -2.6% |
| Q2 2023 | $1,017,657 | -0.0% | 23,234 | -4.3% | 0.04% | -5.0% |
| Q1 2023 | $1,018,061 | +516682.2% | 24,280 | +399.9% | 0.04% | +263.6% |
| Q4 2022 | $197 | -99.9% | 4,857 | +35.3% | 0.01% | +37.5% |
| Q3 2022 | $136,000 | -59.8% | 3,590 | -58.6% | 0.01% | -42.9% |
| Q2 2022 | $338,000 | -85.4% | 8,668 | -82.1% | 0.01% | -77.4% |
| Q1 2022 | $2,313,000 | +27.4% | 48,299 | +172.5% | 0.06% | +55.0% |
| Q4 2021 | $1,815,000 | +2.1% | 17,724 | -0.2% | 0.04% | -14.9% |
| Q3 2021 | $1,777,000 | -8.3% | 17,753 | -4.6% | 0.05% | -9.6% |
| Q2 2021 | $1,938,000 | +13.6% | 18,601 | +8.7% | 0.05% | +15.6% |
| Q1 2021 | $1,706,000 | – | 17,116 | – | 0.04% | – |
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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% |