SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $747,265 | +11.5% | 17,060 | +6.7% | 0.16% | 0.0% |
| Q1 2023 | $670,201 | +5.2% | 15,985 | +1.7% | 0.16% | -7.6% |
| Q4 2022 | $636,839 | -89.6% | 15,721 | -90.3% | 0.17% | -92.2% |
| Q3 2022 | $6,102,000 | -8.8% | 161,269 | -5.9% | 2.22% | -2.3% |
| Q2 2022 | $6,692,000 | -17.6% | 171,315 | -0.1% | 2.27% | -9.5% |
| Q1 2022 | $8,119,000 | -4.0% | 171,504 | +108.2% | 2.51% | -0.3% |
| Q4 2021 | $8,453,000 | +7.3% | 82,381 | +5.4% | 2.52% | -7.6% |
| Q3 2021 | $7,877,000 | -7.3% | 78,168 | -3.9% | 2.72% | -10.5% |
| Q2 2021 | $8,494,000 | +22.8% | 81,305 | +17.0% | 3.04% | +10.1% |
| Q1 2021 | $6,919,000 | – | 69,506 | – | 2.76% | – |
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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% |