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 | $434,074 | -9.4% | 10,480 | -4.2% | 0.09% | -8.2% |
| Q2 2023 | $479,144 | +6.1% | 10,939 | +1.6% | 0.10% | 0.0% |
| Q1 2023 | $451,457 | +8.4% | 10,767 | +4.7% | 0.10% | +2.1% |
| Q4 2022 | $416,625 | +96.5% | 10,284 | +129.8% | 0.10% | +113.3% |
| Q1 2022 | $212,000 | -4.9% | 4,475 | +105.4% | 0.04% | 0.0% |
| Q4 2021 | $223,000 | +1.8% | 2,179 | -0.4% | 0.04% | -4.3% |
| Q3 2021 | $219,000 | -3.1% | 2,188 | +0.9% | 0.05% | -11.3% |
| Q2 2021 | $226,000 | +6.1% | 2,169 | +1.5% | 0.05% | -17.2% |
| Q1 2021 | $213,000 | +1.9% | 2,136 | -9.1% | 0.06% | -25.6% |
| Q4 2020 | $209,000 | +25.1% | 2,351 | -3.7% | 0.09% | +2.4% |
| Q3 2020 | $167,000 | -37.9% | 2,442 | -40.7% | 0.08% | -42.1% |
| Q2 2020 | $269,000 | -42.2% | 4,118 | -54.3% | 0.14% | -47.7% |
| Q1 2020 | $465,000 | -35.1% | 9,019 | -4.7% | 0.28% | -37.9% |
| Q4 2019 | $716,000 | – | 9,467 | – | 0.45% | – |
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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% |