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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,802,531 | -15.6% | 164,233 | -10.7% | 0.92% | -10.8% |
| Q2 2023 | $8,059,769 | -3.1% | 184,013 | -7.2% | 1.03% | -5.7% |
| Q1 2023 | $8,314,216 | +0.9% | 198,288 | -2.5% | 1.09% | +0.2% |
| Q4 2022 | $8,242,205 | -10.7% | 203,461 | -16.7% | 1.09% | -17.4% |
| Q3 2022 | $9,231,000 | +374.1% | 244,215 | +389.1% | 1.32% | +396.2% |
| Q2 2022 | $1,947,000 | -12.8% | 49,929 | +5.9% | 0.26% | +6.4% |
| Q1 2022 | $2,233,000 | -26.2% | 47,142 | +59.5% | 0.25% | -18.4% |
| Q4 2021 | $3,027,000 | -10.2% | 29,556 | -12.2% | 0.30% | -18.9% |
| Q3 2021 | $3,371,000 | -12.2% | 33,676 | -8.7% | 0.38% | -11.5% |
| Q2 2021 | $3,841,000 | +28.1% | 36,871 | +24.2% | 0.42% | +21.4% |
| Q1 2021 | $2,998,000 | +77.4% | 29,677 | +56.3% | 0.35% | +59.8% |
| Q4 2020 | $1,690,000 | +77.7% | 18,987 | +36.5% | 0.22% | +52.1% |
| Q3 2020 | $951,000 | -6.7% | 13,914 | -10.8% | 0.14% | -11.7% |
| Q2 2020 | $1,019,000 | +11.0% | 15,596 | -12.5% | 0.16% | -4.1% |
| Q1 2020 | $918,000 | -38.6% | 17,827 | -9.2% | 0.17% | -21.7% |
| Q4 2019 | $1,494,000 | +24.8% | 19,623 | +14.3% | 0.22% | +13.6% |
| Q3 2019 | $1,197,000 | +6.8% | 17,162 | +9.4% | 0.19% | +1.1% |
| Q2 2019 | $1,121,000 | +6.2% | 15,687 | +3.9% | 0.19% | +0.5% |
| Q1 2019 | $1,056,000 | +22.9% | 15,098 | +6.6% | 0.19% | +10.6% |
| Q4 2018 | $859,000 | -23.0% | 14,163 | -3.2% | 0.17% | -7.6% |
| Q3 2018 | $1,115,000 | – | 14,638 | – | 0.18% | – |
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% |