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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $107,001 | +4.0% | 2,443 | -0.4% | 0.11% | +4.8% |
| Q1 2023 | $102,919 | -10.1% | 2,454 | -13.2% | 0.10% | +18.2% |
| Q4 2022 | $114,494 | -13.9% | 2,826 | -19.5% | 0.09% | -16.2% |
| Q3 2022 | $133,000 | -24.0% | 3,509 | -21.7% | 0.10% | -19.8% |
| Q2 2022 | $175,000 | -92.2% | 4,484 | -90.5% | 0.13% | -91.1% |
| Q1 2022 | $2,236,000 | -13.0% | 47,206 | +88.2% | 1.47% | -6.3% |
| Q4 2021 | $2,569,000 | +6.2% | 25,084 | +3.8% | 1.57% | +2.2% |
| Q3 2021 | $2,419,000 | -6.2% | 24,162 | -2.4% | 1.53% | -3.8% |
| Q2 2021 | $2,580,000 | +19.2% | 24,767 | +14.1% | 1.59% | +13.5% |
| Q1 2021 | $2,164,000 | – | 21,713 | – | 1.40% | – |
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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% |