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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $279,340 | +16.9% | 5,913 | +2.5% | 0.01% | 0.0% |
| Q3 2023 | $238,943 | +2.3% | 5,769 | +8.2% | 0.01% | 0.0% |
| Q2 2023 | $233,628 | +13.7% | 5,334 | +8.9% | 0.01% | +16.7% |
| Q1 2023 | $205,449 | +78616.1% | 4,900 | -24.0% | 0.01% | -25.0% |
| Q4 2022 | $261 | -99.9% | 6,446 | +217.5% | 0.01% | +33.3% |
| Q4 2021 | $208,000 | -4.6% | 2,030 | -34.8% | 0.01% | -53.8% |
| Q1 2019 | $218,000 | +3.8% | 3,113 | -10.0% | 0.01% | -7.1% |
| Q4 2018 | $210,000 | -5.0% | 3,459 | +19.2% | 0.01% | +7.7% |
| Q3 2018 | $221,000 | +0.5% | 2,903 | -2.7% | 0.01% | -7.1% |
| Q2 2018 | $220,000 | – | 2,985 | – | 0.01% | – |
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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% |