SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,611,904 | +10.9% | 38,916 | +17.3% | 1.02% | +14.3% |
| Q2 2023 | $1,453,458 | +4.4% | 33,184 | -0.1% | 0.89% | +1.4% |
| Q1 2023 | $1,392,116 | +1.8% | 33,201 | -1.7% | 0.88% | -0.9% |
| Q4 2022 | $1,367,750 | -15.4% | 33,763 | -21.0% | 0.89% | -23.2% |
| Q3 2022 | $1,616,000 | -12.1% | 42,755 | -9.3% | 1.15% | -8.0% |
| Q2 2022 | $1,838,000 | -30.3% | 47,136 | -15.3% | 1.25% | -21.1% |
| Q1 2022 | $2,636,000 | +3.6% | 55,669 | +124.0% | 1.59% | +5.5% |
| Q4 2021 | $2,545,000 | +5.4% | 24,849 | +3.1% | 1.51% | -3.2% |
| Q3 2021 | $2,414,000 | +2.6% | 24,113 | +6.8% | 1.56% | +3.3% |
| Q2 2021 | $2,353,000 | +18.1% | 22,585 | +13.0% | 1.51% | +10.2% |
| Q1 2021 | $1,993,000 | +34.1% | 19,995 | +19.7% | 1.37% | +24.7% |
| Q4 2020 | $1,486,000 | – | 16,699 | – | 1.10% | – |
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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% |