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 | $74,907 | -5.5% | 1,808 | -0.1% | 0.04% | -4.5% |
| Q2 2023 | $79,248 | +1.6% | 1,809 | -2.7% | 0.04% | -6.4% |
| Q1 2023 | $77,998 | +4.0% | 1,860 | 0.0% | 0.05% | -4.1% |
| Q4 2022 | $75,000 | -12.8% | 1,860 | -18.1% | 0.05% | -22.2% |
| Q3 2022 | $86,000 | -14.9% | 2,270 | -12.8% | 0.06% | -14.9% |
| Q2 2022 | $101,000 | -21.7% | 2,602 | -4.7% | 0.07% | -25.3% |
| Q1 2022 | $129,000 | -18.9% | 2,730 | +76.2% | 0.10% | -18.2% |
| Q4 2021 | $159,000 | – | 1,549 | – | 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% |