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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,971 | -99.9% | 385,576 | +2.1% | 9.36% | -0.5% |
| Q2 2023 | $16,546,803 | +7.0% | 377,781 | +2.4% | 9.40% | +1.8% |
| Q1 2023 | $15,468,149 | +12.5% | 368,904 | +8.7% | 9.23% | +2.9% |
| Q4 2022 | $13,752,375 | +10.3% | 339,480 | +2.9% | 8.97% | +3.2% |
| Q3 2022 | $12,468,000 | +4.1% | 329,848 | +7.3% | 8.69% | +8.5% |
| Q2 2022 | $11,982,000 | -17.0% | 307,305 | +0.8% | 8.01% | -5.6% |
| Q1 2022 | $14,442,000 | -14.8% | 304,946 | +84.2% | 8.49% | -12.3% |
| Q4 2021 | $16,952,000 | +4.9% | 165,544 | +2.5% | 9.68% | -3.4% |
| Q3 2021 | $16,162,000 | – | 161,460 | – | 10.03% | – |
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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% |