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 | $341,508 | -3.4% | 8,245 | +2.1% | 0.21% | -0.9% |
| Q2 2023 | $353,554 | +22.3% | 8,072 | +17.0% | 0.21% | +14.6% |
| Q1 2023 | $289,191 | +7.2% | 6,897 | +3.5% | 0.18% | 0.0% |
| Q4 2022 | $269,837 | +10.6% | 6,661 | +3.4% | 0.18% | -3.1% |
| Q3 2022 | $244,000 | +15.1% | 6,443 | +18.7% | 0.19% | +24.8% |
| Q2 2022 | $212,000 | -38.0% | 5,426 | -24.9% | 0.15% | -29.5% |
| Q1 2022 | $342,000 | -9.0% | 7,223 | +96.5% | 0.22% | -6.1% |
| Q4 2021 | $376,000 | +15.7% | 3,676 | +23.1% | 0.23% | +9.0% |
| Q3 2021 | $325,000 | – | 2,986 | – | 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% |