SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $241,263 | -6.4% | 5,825 | -1.0% | 0.25% | -17.7% |
Q2 2023 | $257,697 | -1.5% | 5,883 | -5.7% | 0.30% | -8.3% |
Q1 2023 | $261,566 | +3.3% | 6,238 | -0.2% | 0.33% | +10.5% |
Q4 2022 | $253,276 | -18.3% | 6,252 | -23.8% | 0.30% | -35.3% |
Q3 2022 | $310,000 | -83.0% | 8,200 | -82.5% | 0.46% | -74.3% |
Q2 2022 | $1,824,000 | -26.4% | 46,794 | -10.6% | 1.77% | -14.5% |
Q1 2022 | $2,479,000 | -99.9% | 52,346 | +85.2% | 2.07% | -26.3% |
Q4 2021 | $2,895,000,000 | – | 28,270 | – | 2.81% | – |
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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% |