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 | $64,781 | -5.4% | 1,564 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $68,503 | +4.5% | 1,564 | 0.0% | 0.06% | -13.2% |
| Q1 2023 | $65,579 | +3.5% | 1,564 | 0.0% | 0.07% | +19.3% |
| Q4 2022 | $63,358 | +7.4% | 1,564 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $59,000 | -3.3% | 1,564 | 0.0% | 0.06% | +5.7% |
| Q2 2022 | $61,000 | -37.8% | 1,564 | -24.5% | 0.05% | -20.9% |
| Q1 2022 | $98,000 | -9.3% | 2,072 | +97.0% | 0.07% | +1.5% |
| Q4 2021 | $108,000 | +9.1% | 1,052 | +6.0% | 0.07% | +4.8% |
| Q3 2021 | $99,000 | -2.9% | 992 | +1.5% | 0.06% | -6.0% |
| Q2 2021 | $102,000 | +1.0% | 977 | -3.6% | 0.07% | -4.3% |
| Q1 2021 | $101,000 | +12.2% | 1,013 | 0.0% | 0.07% | +2.9% |
| Q4 2020 | $90,000 | +23.3% | 1,013 | -3.3% | 0.07% | +6.2% |
| Q3 2020 | $73,000 | +4.3% | 1,048 | -2.6% | 0.06% | -7.2% |
| Q2 2020 | $70,000 | – | 1,076 | – | 0.07% | – |
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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% |