SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,041,910 | -14.1% | 25,161 | -9.2% | 0.02% | -9.5% |
| Q2 2023 | $1,212,845 | -16.9% | 27,697 | -20.4% | 0.02% | -22.2% |
| Q1 2023 | $1,459,743 | -16.1% | 34,814 | -19.0% | 0.03% | -20.6% |
| Q4 2022 | $1,740,523 | +155.6% | 42,976 | +138.3% | 0.03% | +142.9% |
| Q3 2022 | $681,000 | -3.0% | 18,033 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $702,000 | -23.0% | 18,004 | -6.5% | 0.01% | -6.7% |
| Q1 2022 | $912,000 | +1.2% | 19,254 | +118.8% | 0.02% | 0.0% |
| Q4 2021 | $901,000 | +2.3% | 8,800 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $881,000 | -3.9% | 8,800 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $917,000 | -0.2% | 8,800 | -4.6% | 0.02% | -11.1% |
| Q1 2021 | $919,000 | +11.9% | 9,225 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $821,000 | +30.3% | 9,225 | 0.0% | 0.02% | +20.0% |
| Q3 2020 | $630,000 | +4.5% | 9,225 | 0.0% | 0.02% | -11.8% |
| Q2 2020 | $603,000 | +26.9% | 9,225 | 0.0% | 0.02% | +6.2% |
| Q1 2020 | $475,000 | +23650.0% | 9,225 | +32846.4% | 0.02% | – |
| Q1 2019 | $2,000 | -93.3% | 28 | -94.3% | 0.00% | -100.0% |
| Q4 2018 | $30,000 | – | 490 | – | 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% |