SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,241,000 | -3.0% | 32,826 | 0.0% | 0.17% | +3.7% |
| Q2 2022 | $1,280,000 | -17.7% | 32,826 | 0.0% | 0.16% | -7.9% |
| Q1 2022 | $1,555,000 | -6.1% | 32,826 | +103.0% | 0.18% | -3.8% |
| Q4 2021 | $1,656,000 | +2.3% | 16,170 | 0.0% | 0.18% | -6.1% |
| Q3 2021 | $1,619,000 | -3.9% | 16,170 | 0.0% | 0.20% | -0.5% |
| Q2 2021 | $1,685,000 | +4.5% | 16,170 | 0.0% | 0.20% | -4.3% |
| Q1 2021 | $1,612,000 | +13.4% | 16,170 | +1.2% | 0.21% | +6.7% |
| Q4 2020 | $1,422,000 | +31.9% | 15,974 | +1.3% | 0.19% | +19.8% |
| Q3 2020 | $1,078,000 | +4.6% | 15,775 | 0.0% | 0.16% | -1.2% |
| Q2 2020 | $1,031,000 | +26.8% | 15,775 | 0.0% | 0.16% | +10.8% |
| Q1 2020 | $813,000 | -31.9% | 15,775 | 0.0% | 0.15% | -15.4% |
| Q4 2019 | $1,193,000 | +8.5% | 15,775 | 0.0% | 0.18% | +4.2% |
| Q3 2019 | $1,100,000 | -2.5% | 15,775 | 0.0% | 0.17% | -4.0% |
| Q2 2019 | $1,128,000 | +4.1% | 15,775 | +1.8% | 0.18% | +1.7% |
| Q1 2019 | $1,084,000 | +15.3% | 15,495 | 0.0% | 0.17% | +24.6% |
| Q4 2018 | $940,000 | -20.3% | 15,495 | 0.0% | 0.14% | -11.5% |
| Q3 2018 | $1,180,000 | – | 15,495 | – | 0.16% | – |
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% |