SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $230,531 | -34.1% | 4,880 | -42.2% | 0.09% | -38.6% |
Q3 2023 | $349,958 | -5.4% | 8,449 | +0.1% | 0.15% | -3.8% |
Q2 2023 | $369,803 | -6.4% | 8,443 | -10.4% | 0.16% | -12.6% |
Q1 2023 | $394,897 | +3.5% | 9,418 | 0.0% | 0.18% | -1.6% |
Q4 2022 | $381,523 | +3.4% | 9,418 | -3.5% | 0.18% | -4.6% |
Q3 2022 | $369,000 | +50.6% | 9,764 | +55.7% | 0.19% | +56.5% |
Q2 2022 | $245,000 | -29.6% | 6,271 | -14.6% | 0.12% | -19.0% |
Q1 2022 | $348,000 | -7.7% | 7,341 | +99.6% | 0.15% | -4.4% |
Q4 2021 | $377,000 | -4.3% | 3,678 | -6.5% | 0.16% | -5.9% |
Q3 2021 | $394,000 | -4.6% | 3,935 | -0.7% | 0.17% | -2.3% |
Q2 2021 | $413,000 | +13.5% | 3,961 | +8.6% | 0.17% | +3.0% |
Q1 2021 | $364,000 | +34.3% | 3,648 | +19.9% | 0.17% | +20.7% |
Q4 2020 | $271,000 | +20.4% | 3,042 | -7.8% | 0.14% | +8.5% |
Q3 2020 | $225,000 | -72.0% | 3,299 | -73.2% | 0.13% | -75.4% |
Q2 2020 | $805,000 | -44.8% | 12,317 | -56.5% | 0.52% | -61.2% |
Q1 2020 | $1,459,000 | -32.7% | 28,316 | -1.2% | 1.35% | -20.8% |
Q4 2019 | $2,168,000 | – | 28,657 | – | 1.71% | – |
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% |