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 2023 | $3,119,892 | -21.6% | 75,323 | -17.1% | 1.49% | -14.3% |
| Q2 2023 | $3,978,123 | +3.4% | 90,825 | -1.0% | 1.74% | -2.5% |
| Q1 2023 | $3,845,868 | +7.8% | 91,721 | +12.4% | 1.78% | +2.0% |
| Q4 2022 | $3,569,214 | +75.5% | 81,601 | +51.7% | 1.74% | +80.0% |
| Q3 2022 | $2,034,000 | -2.0% | 53,799 | +1.0% | 0.97% | +3.2% |
| Q2 2022 | $2,076,000 | -30.7% | 53,257 | -15.8% | 0.94% | -14.2% |
| Q1 2022 | $2,995,000 | +10.0% | 63,249 | +137.9% | 1.10% | +16.6% |
| Q4 2021 | $2,723,000 | +1.1% | 26,589 | +3.1% | 0.94% | +11.8% |
| Q3 2021 | $2,693,000 | +67.2% | 25,802 | +59.7% | 0.84% | +30.6% |
| Q1 2021 | $1,611,000 | – | 16,159 | – | 0.64% | – |
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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% |