SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,022,302 | -3.2% | 97,110 | +2.4% | 1.96% | -4.4% |
| Q2 2023 | $4,153,645 | +3.3% | 94,832 | -1.1% | 2.04% | -0.6% |
| Q1 2023 | $4,022,135 | +2.6% | 95,925 | -0.9% | 2.06% | -10.6% |
| Q4 2022 | $3,920,639 | +0.7% | 96,782 | -6.0% | 2.30% | -2.3% |
| Q3 2022 | $3,893,000 | +5.2% | 102,988 | +8.5% | 2.36% | +0.3% |
| Q2 2022 | $3,702,000 | -9.6% | 94,941 | +9.8% | 2.35% | -5.4% |
| Q1 2022 | $4,093,000 | +37.7% | 86,430 | +197.7% | 2.48% | +27.3% |
| Q4 2021 | $2,973,000 | +13.9% | 29,032 | +11.3% | 1.95% | -1.4% |
| Q3 2021 | $2,611,000 | +7.4% | 26,079 | +11.7% | 1.98% | -3.1% |
| Q2 2021 | $2,432,000 | +10.4% | 23,340 | +5.7% | 2.04% | -16.1% |
| Q1 2021 | $2,202,000 | +2.4% | 22,091 | -8.6% | 2.44% | -2.4% |
| Q4 2020 | $2,150,000 | +21.8% | 24,160 | -6.5% | 2.50% | +22.0% |
| Q3 2020 | $1,765,000 | -2.6% | 25,830 | -6.9% | 2.05% | +2.5% |
| Q2 2020 | $1,813,000 | +40.4% | 27,752 | +10.7% | 2.00% | +26.6% |
| Q1 2020 | $1,291,000 | -29.2% | 25,062 | +3.9% | 1.58% | -3.1% |
| Q4 2019 | $1,824,000 | – | 24,111 | – | 1.63% | – |
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% |