SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $641,462 | -12.3% | 15,530 | -6.3% | 0.06% | -13.3% |
| Q2 2023 | $731,600 | +1.6% | 16,567 | -3.5% | 0.08% | -8.5% |
| Q1 2023 | $720,020 | -29.6% | 17,172 | -32.0% | 0.08% | -36.9% |
| Q4 2022 | $1,022,970 | +18.8% | 25,252 | +10.8% | 0.13% | 0.0% |
| Q3 2022 | $861,000 | -2.8% | 22,782 | +0.2% | 0.13% | -8.5% |
| Q2 2022 | $886,000 | -7.4% | 22,742 | +12.5% | 0.14% | -12.3% |
| Q1 2022 | $957,000 | – | 20,207 | – | 0.16% | – |
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% |