SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,457,497 | -8.3% | 35,188 | -3.0% | 0.40% | -6.5% |
Q2 2023 | $1,588,561 | +8.8% | 36,269 | +4.1% | 0.43% | -1.2% |
Q1 2023 | $1,460,706 | +4.3% | 34,837 | +0.8% | 0.43% | -5.2% |
Q4 2022 | $1,400,605 | -8.5% | 34,574 | -14.7% | 0.46% | -16.9% |
Q3 2022 | $1,531,000 | -4.1% | 40,511 | -1.0% | 0.55% | +0.7% |
Q2 2022 | $1,596,000 | -15.2% | 40,930 | +3.0% | 0.55% | -3.4% |
Q1 2022 | $1,882,000 | -5.0% | 39,730 | +105.3% | 0.57% | -3.9% |
Q4 2021 | $1,982,000 | +8.5% | 19,352 | +6.0% | 0.59% | -4.7% |
Q3 2021 | $1,827,000 | +2.5% | 18,250 | +6.7% | 0.62% | -0.3% |
Q2 2021 | $1,783,000 | +14.7% | 17,111 | +9.7% | 0.62% | +3.0% |
Q1 2021 | $1,555,000 | +23.2% | 15,597 | +10.0% | 0.60% | +13.6% |
Q4 2020 | $1,262,000 | +34.7% | 14,178 | +3.3% | 0.53% | +18.3% |
Q3 2020 | $937,000 | +6.6% | 13,720 | +2.0% | 0.45% | -3.4% |
Q2 2020 | $879,000 | +37.6% | 13,446 | +8.5% | 0.46% | +13.4% |
Q1 2020 | $639,000 | – | 12,396 | – | 0.41% | – |
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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% |