SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,467 | -5.4% | 6,047 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $264,859 | +4.5% | 6,047 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $253,551 | +248.9% | 6,047 | +237.1% | 0.04% | +216.7% |
| Q4 2022 | $72,675 | +6.9% | 1,794 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $68,000 | -2.9% | 1,794 | 0.0% | 0.01% | +7.7% |
| Q2 2022 | $70,000 | -17.6% | 1,794 | 0.0% | 0.01% | -18.8% |
| Q1 2022 | $85,000 | -7.6% | 1,794 | +100.0% | 0.02% | -11.1% |
| Q4 2021 | $92,000 | +2.2% | 897 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $90,000 | -3.2% | 897 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $93,000 | +4.5% | 897 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $89,000 | +11.2% | 897 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $80,000 | +31.1% | 897 | 0.0% | 0.02% | +5.3% |
| Q3 2020 | $61,000 | -18.7% | 897 | -22.5% | 0.02% | -24.0% |
| Q2 2020 | $75,000 | +25.0% | 1,158 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $60,000 | -31.0% | 1,158 | 0.0% | 0.02% | -43.2% |
| Q4 2019 | $87,000 | – | 1,158 | – | 0.04% | – |
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% |