Sage Financial Management Group, Inc. - SCHWAB STRATEGIC TR ownership

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
Sage Financial Management Group, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$3,523,00039,5832.76%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 231,597$14,053,00013.94%
TD Ameritrade Trust Co 500,855$30,392,00012.72%
B & T Capital Management DBA Alpha Capital Management 375,703$22,798,00010.67%
MONEYWISE, INC. 172,243$10,452,0009.91%
MARSHALL FINANCIAL GROUP INC /ADV 163,016$9,892,0009.37%
PIERSHALE FINANCIAL GROUP, INC. 243,277$14,762,0008.96%
Sharkey, Howes & Javer 223,524$13,563,0008.83%
Tradewinds Capital Management, LLC 269,059$16,327,0008.03%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 164,831$10,002,0007.92%
Gemmer Asset Management LLC 402,935$24,450,0007.54%
View complete list of SCHWAB STRATEGIC TR shareholders