SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,047 | -5.4% | 1,160 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $50,808 | -42.2% | 1,160 | -44.6% | 0.00% | 0.0% |
| Q1 2023 | $87,843 | +81.9% | 2,095 | +75.8% | 0.00% | 0.0% |
| Q4 2022 | $48,288 | +20.7% | 1,192 | +12.5% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | +21.2% | 1,060 | +23.5% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | +13.8% | 858 | +42.1% | 0.00% | – |
| Q1 2022 | $29,000 | -3.3% | 604 | +104.1% | 0.00% | – |
| Q4 2021 | $30,000 | +3.4% | 296 | +2.8% | 0.00% | – |
| Q3 2021 | $29,000 | -3.3% | 288 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $30,000 | -100.0% | 288 | -83.6% | 0.00% | -50.0% |
| Q1 2021 | $175,436,000 | +762665.2% | 1,760 | +579.5% | 0.00% | – |
| Q4 2020 | $23,000 | +35.3% | 259 | +1.6% | 0.00% | – |
| Q3 2020 | $17,000 | +54.5% | 255 | +47.4% | 0.00% | – |
| Q2 2020 | $11,000 | -54.2% | 173 | -63.5% | 0.00% | -100.0% |
| Q1 2020 | $24,000 | -36.8% | 474 | -7.2% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | +442.9% | 511 | +377.6% | 0.00% | – |
| Q3 2019 | $7,000 | -65.0% | 107 | -62.3% | 0.00% | -100.0% |
| Q2 2019 | $20,000 | +150.0% | 284 | +175.7% | 0.00% | – |
| Q3 2018 | $8,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | -83.0% | 103 | -85.1% | 0.00% | -100.0% |
| Q1 2018 | $47,000 | +176.5% | 690 | +174.9% | 0.00% | +200.0% |
| Q4 2017 | $17,000 | +30.8% | 251 | +26.8% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | +160.0% | 198 | +125.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | +66.7% | 88 | +57.1% | 0.00% | – |
| Q1 2017 | $3,000 | – | 56 | – | 0.00% | – |
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% |