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 | $131,716 | -5.4% | 3,180 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $139,284 | -22.6% | 3,180 | -25.9% | 0.03% | -26.3% |
Q1 2023 | $179,880 | -1.1% | 4,290 | -4.5% | 0.04% | -7.3% |
Q4 2022 | $181,890 | +7.0% | 4,490 | 0.0% | 0.04% | -2.4% |
Q3 2022 | $170,000 | -2.9% | 4,490 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $175,000 | -17.8% | 4,490 | 0.0% | 0.04% | -6.7% |
Q1 2022 | $213,000 | -25.3% | 4,490 | +61.5% | 0.04% | -22.4% |
Q4 2021 | $285,000 | +6.3% | 2,780 | +3.7% | 0.06% | -1.7% |
Q3 2021 | $268,000 | -48.1% | 2,680 | -45.9% | 0.06% | -46.8% |
Q2 2021 | $516,000 | +1.8% | 4,950 | -2.8% | 0.11% | -9.8% |
Q1 2021 | $507,000 | +7.4% | 5,090 | -4.1% | 0.12% | 0.0% |
Q4 2020 | $472,000 | +20.4% | 5,305 | -7.5% | 0.12% | +5.1% |
Q3 2020 | $392,000 | +0.3% | 5,735 | -4.1% | 0.12% | -9.3% |
Q2 2020 | $391,000 | +11.7% | 5,980 | -12.1% | 0.13% | -1.5% |
Q1 2020 | $350,000 | -34.0% | 6,800 | -2.9% | 0.13% | -21.6% |
Q4 2019 | $530,000 | -3.8% | 7,005 | -11.4% | 0.17% | -11.2% |
Q3 2019 | $551,000 | +14.3% | 7,905 | +17.2% | 0.19% | +10.6% |
Q2 2019 | $482,000 | +33.9% | 6,745 | +30.8% | 0.17% | +28.8% |
Q1 2019 | $360,000 | +35.3% | 5,155 | +17.4% | 0.13% | +23.4% |
Q4 2018 | $266,000 | – | 4,390 | – | 0.11% | – |
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% |