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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,765 | -7.5% | 5,571 | -2.2% | 0.13% | -6.5% |
| Q2 2023 | $249,399 | -0.9% | 5,694 | -5.1% | 0.14% | -3.5% |
| Q1 2023 | $251,560 | -7.9% | 6,000 | -11.0% | 0.14% | -10.6% |
| Q4 2022 | $273,032 | +17.2% | 6,740 | +9.5% | 0.16% | +5.9% |
| Q3 2022 | $233,000 | -14.7% | 6,153 | -12.0% | 0.15% | -9.5% |
| Q2 2022 | $273,000 | -17.8% | 6,992 | -0.3% | 0.17% | -3.4% |
| Q1 2022 | $332,000 | -9.8% | 7,015 | +95.0% | 0.17% | -7.0% |
| Q4 2021 | $368,000 | +2.5% | 3,598 | +0.4% | 0.19% | -12.2% |
| Q3 2021 | $359,000 | -3.8% | 3,584 | +0.2% | 0.21% | -4.9% |
| Q2 2021 | $373,000 | +0.3% | 3,577 | -4.1% | 0.22% | -7.4% |
| Q1 2021 | $372,000 | +9.1% | 3,728 | -2.6% | 0.24% | -1.2% |
| Q4 2020 | $341,000 | +4.0% | 3,827 | -20.4% | 0.24% | -14.3% |
| Q3 2020 | $328,000 | -10.9% | 4,807 | -14.7% | 0.29% | -19.0% |
| Q2 2020 | $368,000 | +15.0% | 5,635 | -9.3% | 0.35% | -7.6% |
| Q1 2020 | $320,000 | -50.9% | 6,211 | -27.9% | 0.38% | -35.0% |
| Q4 2019 | $652,000 | – | 8,615 | – | 0.59% | – |
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% |