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 | $1,785 | -45.1% | 43,085 | -44.5% | 1.07% | -59.0% |
| Q1 2023 | $3,254 | -7.2% | 77,598 | -10.4% | 2.62% | +7.0% |
| Q4 2022 | $3,507 | -99.9% | 86,561 | +6.2% | 2.45% | -9.8% |
| Q3 2022 | $3,081,000 | -10.4% | 81,520 | -7.6% | 2.72% | +12.7% |
| Q2 2022 | $3,440,000 | -11.5% | 88,228 | +7.6% | 2.41% | -9.6% |
| Q1 2022 | $3,885,000 | -2.0% | 82,028 | +111.9% | 2.66% | +0.8% |
| Q4 2021 | $3,964,000 | +9.8% | 38,707 | +11.7% | 2.64% | -19.7% |
| Q2 2021 | $3,611,000 | +6.5% | 34,665 | +1.9% | 3.29% | +26.0% |
| Q1 2021 | $3,392,000 | -3.7% | 34,032 | -14.0% | 2.61% | -5.5% |
| Q4 2020 | $3,523,000 | – | 39,583 | – | 2.76% | – |
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% |