SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,074,155 | -5.1% | 50,076 | +0.4% | 0.31% | -4.9% |
| Q2 2023 | $2,184,878 | +6.5% | 49,883 | +1.9% | 0.33% | -0.6% |
| Q1 2023 | $2,051,801 | +6.1% | 48,934 | +2.5% | 0.33% | -10.5% |
| Q4 2022 | $1,934,549 | +13.9% | 47,755 | +6.2% | 0.37% | +9.8% |
| Q3 2022 | $1,699,000 | +3.8% | 44,950 | +7.0% | 0.34% | +4.0% |
| Q2 2022 | $1,637,000 | -13.8% | 41,990 | +4.8% | 0.32% | +6.6% |
| Q1 2022 | $1,898,000 | +12553.3% | 40,068 | +26973.0% | 0.30% | +15100.0% |
| Q2 2021 | $15,000 | 0.0% | 148 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $15,000 | +1400.0% | 148 | +1245.5% | 0.00% | – |
| Q3 2020 | $1,000 | – | 11 | – | 0.00% | – |
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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% |