SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | $316,744 | -14.6% | 7,647 | -9.7% | 0.08% | -12.4% |
| Q2 2023 | $371,000 | -34.5% | 8,470 | -37.2% | 0.09% | -36.4% |
| Q1 2023 | $566,000 | -13.3% | 13,493 | -16.2% | 0.14% | -18.1% |
| Q4 2022 | $653,000 | -10.2% | 16,110 | -16.3% | 0.17% | -17.0% |
| Q3 2022 | $727,000 | -54.6% | 19,237 | -53.1% | 0.21% | -52.5% |
| Q2 2022 | $1,600,000 | -86.9% | 41,032 | -84.1% | 0.43% | -85.5% |
| Q1 2022 | $12,248,000 | -13.5% | 258,611 | +87.0% | 2.99% | -15.5% |
| Q4 2021 | $14,158,000 | +3.5% | 138,266 | +1.2% | 3.54% | -6.0% |
| Q3 2021 | $13,674,000 | -2.7% | 136,602 | +1.3% | 3.77% | -3.9% |
| Q2 2021 | $14,048,000 | +75.8% | 134,847 | +68.2% | 3.92% | +55.9% |
| Q1 2021 | $7,990,000 | +134.9% | 80,165 | +109.8% | 2.52% | +114.6% |
| Q4 2020 | $3,401,000 | +21.6% | 38,214 | -6.6% | 1.17% | +7.9% |
| Q3 2020 | $2,797,000 | – | 40,935 | – | 1.09% | – |
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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% |