SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,325 | -5.5% | 32 | 0.0% | 0.00% | – |
| Q2 2023 | $1,402 | -96.9% | 32 | -97.1% | 0.00% | -100.0% |
| Q1 2023 | $45,794 | +3433.5% | 1,092 | +3312.5% | 0.00% | – |
| Q4 2022 | $1,296 | -89.2% | 32 | -79.4% | 0.00% | -100.0% |
| Q4 2019 | $12,000 | +9.1% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +22.2% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -25.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $12,000 | +9.1% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | – | 155 | – | 0.00% | – |
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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% |