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 | $1,833,829 | -12.7% | 44,274 | -7.7% | 1.09% | -10.6% |
| Q2 2023 | $2,101,655 | +7.8% | 47,983 | +3.2% | 1.22% | +1.2% |
| Q1 2023 | $1,949,451 | +2.2% | 46,493 | -1.3% | 1.20% | -7.5% |
| Q4 2022 | $1,908,062 | +4.4% | 47,101 | -2.5% | 1.30% | +3.6% |
| Q3 2022 | $1,827,000 | -0.8% | 48,324 | +2.3% | 1.26% | -4.1% |
| Q2 2022 | $1,842,000 | -12.8% | 47,255 | +5.9% | 1.31% | -2.2% |
| Q1 2022 | $2,113,000 | +0.6% | 44,611 | +117.4% | 1.34% | +4.0% |
| Q4 2021 | $2,101,000 | +5.9% | 20,518 | +3.5% | 1.29% | -1.0% |
| Q3 2021 | $1,984,000 | +1.5% | 19,823 | +5.6% | 1.30% | +8.2% |
| Q2 2021 | $1,955,000 | +5.6% | 18,763 | +1.0% | 1.20% | +0.6% |
| Q1 2021 | $1,851,000 | +13.4% | 18,576 | +1.3% | 1.20% | +7.2% |
| Q4 2020 | $1,632,000 | +30.2% | 18,342 | +0.0% | 1.12% | +10.5% |
| Q3 2020 | $1,253,000 | -4.4% | 18,333 | -8.5% | 1.01% | -6.9% |
| Q2 2020 | $1,310,000 | +89.3% | 20,046 | +119.0% | 1.08% | +52.0% |
| Q4 2019 | $692,000 | – | 9,153 | – | 0.71% | – |
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% |