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 | $732,826 | -6.5% | 17,693 | -1.1% | 0.80% | -4.7% |
| Q2 2023 | $783,563 | +2.6% | 17,890 | -1.8% | 0.84% | +16.4% |
| Q1 2023 | $763,761 | -30.8% | 18,215 | -33.1% | 0.72% | -31.5% |
| Q4 2022 | $1,103,417 | -0.6% | 27,238 | -7.3% | 1.05% | -22.4% |
| Q3 2022 | $1,110,000 | -26.2% | 29,372 | -23.9% | 1.35% | -21.4% |
| Q2 2022 | $1,504,000 | -14.4% | 38,575 | +4.0% | 1.72% | -2.3% |
| Q1 2022 | $1,757,000 | -82.6% | 37,096 | -62.4% | 1.76% | -82.5% |
| Q4 2021 | $10,105,000 | – | 98,678 | – | 10.07% | – |
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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% |