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 | $3,015,671 | -3.7% | 72,807 | +1.8% | 1.53% | -6.1% |
| Q2 2023 | $3,131,893 | +12.2% | 71,504 | +7.4% | 1.63% | +7.6% |
| Q1 2023 | $2,792,152 | +10.1% | 66,596 | +6.0% | 1.52% | +4.2% |
| Q4 2022 | $2,536,478 | -11.3% | 62,824 | -17.0% | 1.45% | -12.9% |
| Q3 2022 | $2,861,000 | -2.6% | 75,688 | +0.7% | 1.67% | +1.8% |
| Q2 2022 | $2,937,000 | -15.6% | 75,134 | +3.5% | 1.64% | -1.7% |
| Q1 2022 | $3,479,000 | -0.0% | 72,613 | +113.8% | 1.67% | +2.2% |
| Q4 2021 | $3,480,000 | +9.0% | 33,958 | +6.7% | 1.63% | -1.2% |
| Q3 2021 | $3,194,000 | +2.7% | 31,822 | +6.1% | 1.65% | +0.6% |
| Q2 2021 | $3,110,000 | +8.6% | 30,004 | +4.6% | 1.64% | -1.1% |
| Q1 2021 | $2,864,000 | +15.5% | 28,695 | +3.0% | 1.66% | +6.5% |
| Q4 2020 | $2,479,000 | – | 27,855 | – | 1.56% | – |
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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% |