SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $505,331 | -5.4% | 12,200 | 0.0% | 0.04% | -7.1% |
| Q2 2023 | $534,367 | +4.5% | 12,200 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $511,553 | +1.7% | 12,200 | -1.8% | 0.04% | -6.7% |
| Q4 2022 | $503,141 | -21.0% | 12,420 | -26.3% | 0.04% | -30.8% |
| Q3 2022 | $637,000 | -3.6% | 16,850 | -0.6% | 0.06% | 0.0% |
| Q2 2022 | $661,000 | +82.6% | 16,960 | +121.7% | 0.06% | +97.0% |
| Q1 2022 | $362,000 | -8.4% | 7,650 | +98.3% | 0.03% | -5.7% |
| Q4 2021 | $395,000 | +4.2% | 3,857 | 0.0% | 0.04% | -22.2% |
| Q3 2021 | $379,000 | -6.2% | 3,857 | -0.6% | 0.04% | +15.4% |
| Q2 2021 | $404,000 | +8.3% | 3,879 | +3.6% | 0.04% | +2.6% |
| Q1 2021 | $373,000 | +12.0% | 3,745 | 0.0% | 0.04% | +2.7% |
| Q4 2020 | $333,000 | +30.1% | 3,745 | 0.0% | 0.04% | +15.6% |
| Q3 2020 | $256,000 | +0.8% | 3,745 | -3.6% | 0.03% | -5.9% |
| Q2 2020 | $254,000 | +27.0% | 3,884 | 0.0% | 0.03% | +9.7% |
| Q1 2020 | $200,000 | – | 3,884 | – | 0.03% | – |
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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% |