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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $251,710 | +3.8% | 6,003 | +0.3% | 0.22% | +0.9% |
| Q4 2022 | $242,427 | +15.0% | 5,984 | +7.3% | 0.22% | +3.3% |
| Q3 2022 | $210,734 | -2.4% | 5,575 | +0.5% | 0.21% | +5.0% |
| Q2 2022 | $216,000 | -15.6% | 5,550 | +2.8% | 0.20% | +5.8% |
| Q1 2022 | $256,000 | +0.4% | 5,400 | +116.6% | 0.19% | +4.4% |
| Q4 2021 | $255,000 | +7.1% | 2,493 | +5.0% | 0.18% | -1.1% |
| Q3 2021 | $238,000 | -1.2% | 2,374 | +2.8% | 0.18% | +1.7% |
| Q2 2021 | $241,000 | -1.6% | 2,309 | -5.9% | 0.18% | -4.7% |
| Q1 2021 | $245,000 | -3.2% | 2,455 | -13.6% | 0.19% | -2.1% |
| Q4 2020 | $253,000 | -0.8% | 2,840 | -23.8% | 0.19% | -9.8% |
| Q3 2020 | $255,000 | +2.4% | 3,729 | -2.2% | 0.22% | +8.0% |
| Q2 2020 | $249,000 | +6.4% | 3,813 | -16.1% | 0.20% | -4.8% |
| Q1 2020 | $234,000 | -20.4% | 4,547 | +16.8% | 0.21% | +2.0% |
| Q4 2019 | $294,000 | +15.7% | 3,892 | +6.9% | 0.20% | +8.5% |
| Q3 2019 | $254,000 | +5.4% | 3,642 | +8.2% | 0.19% | +4.4% |
| Q2 2019 | $241,000 | +13.1% | 3,367 | +10.4% | 0.18% | +9.0% |
| Q1 2019 | $213,000 | -12.7% | 3,050 | -4.9% | 0.17% | -24.2% |
| Q3 2018 | $244,000 | +6.6% | 3,208 | +3.3% | 0.22% | -2.2% |
| Q2 2018 | $229,000 | – | 3,107 | – | 0.22% | – |
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% |