TCWP LLC - SCHWAB STRATEGIC TR ownership

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
TCWP LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$298,000
-46.6%
7,905
-44.9%
0.06%
-47.1%
Q2 2022$558,000
-88.8%
14,335
-86.4%
0.12%
-86.9%
Q1 2022$4,988,000
+8.6%
105,321
+134.8%
0.91%
-0.4%
Q4 2021$4,592,00044,8470.91%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 231,597$14,053,00013.94%
TD Ameritrade Trust Co 500,855$30,392,00012.72%
B & T Capital Management DBA Alpha Capital Management 375,703$22,798,00010.67%
MONEYWISE, INC. 172,243$10,452,0009.91%
MARSHALL FINANCIAL GROUP INC /ADV 163,016$9,892,0009.37%
PIERSHALE FINANCIAL GROUP, INC. 243,277$14,762,0008.96%
Sharkey, Howes & Javer 223,524$13,563,0008.83%
Tradewinds Capital Management, LLC 269,059$16,327,0008.03%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 164,831$10,002,0007.92%
Gemmer Asset Management LLC 402,935$24,450,0007.54%
View complete list of SCHWAB STRATEGIC TR shareholders