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 | $324 | -8.2% | 7,821 | -2.9% | 0.36% | -10.5% |
Q2 2023 | $353 | +5.1% | 8,054 | +0.4% | 0.40% | +12.0% |
Q1 2023 | $336 | +3.7% | 8,018 | +0.3% | 0.36% | -3.2% |
Q4 2022 | $324 | -99.9% | 7,996 | -1.7% | 0.37% | +160.6% |
Q3 2022 | $308,000 | -56.1% | 8,136 | -54.9% | 0.14% | -11.8% |
Q2 2022 | $702,000 | +47.8% | 18,020 | +79.7% | 0.16% | -17.9% |
Q1 2022 | $475,000 | -15.0% | 10,030 | +83.7% | 0.20% | -19.0% |
Q4 2021 | $559,000 | -4.9% | 5,461 | -7.0% | 0.24% | +1.3% |
Q3 2021 | $588,000 | -3.6% | 5,873 | +0.2% | 0.24% | -2.0% |
Q2 2021 | $610,000 | +19.4% | 5,860 | +14.3% | 0.24% | +15.1% |
Q1 2021 | $511,000 | +19.7% | 5,128 | -9.2% | 0.21% | +40.4% |
Q4 2019 | $427,000 | – | 5,648 | – | 0.15% | – |
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% |