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 | $370,088 | -5.7% | 8,935 | -0.3% | 0.17% | -0.6% |
| Q2 2023 | $392,492 | +11.9% | 8,961 | +7.2% | 0.17% | +11.8% |
| Q1 2023 | $350,661 | +3.1% | 8,363 | -0.4% | 0.15% | +7.0% |
| Q4 2022 | $340,000 | +1.8% | 8,393 | -4.9% | 0.14% | -5.3% |
| Q3 2022 | $334,000 | +12.1% | 8,823 | +15.5% | 0.15% | +18.0% |
| Q2 2022 | $298,000 | -10.2% | 7,637 | +8.9% | 0.13% | -17.4% |
| Q1 2022 | $332,000 | +51.6% | 7,014 | +220.3% | 0.16% | +36.0% |
| Q3 2021 | $219,000 | -3.9% | 2,190 | 0.0% | 0.11% | -8.1% |
| Q2 2021 | $228,000 | +4.6% | 2,190 | 0.0% | 0.12% | -4.6% |
| Q1 2021 | $218,000 | +45.3% | 2,190 | 0.0% | 0.13% | +10.2% |
| Q3 2020 | $150,000 | – | 2,190 | – | 0.12% | – |
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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% |