SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,143 | -5.4% | 5,798 | +0.0% | 0.24% | +0.9% |
| Q2 2023 | $253,923 | +2.2% | 5,797 | -2.2% | 0.23% | -5.3% |
| Q1 2023 | $248,517 | +4.2% | 5,927 | +0.7% | 0.25% | -1.6% |
| Q4 2022 | $238,465 | +7.9% | 5,887 | +0.8% | 0.25% | +0.8% |
| Q3 2022 | $221,000 | -13.0% | 5,841 | -10.3% | 0.25% | -11.4% |
| Q2 2022 | $254,000 | -17.5% | 6,511 | +0.0% | 0.28% | -1.8% |
| Q1 2022 | $308,000 | -7.5% | 6,508 | +100.0% | 0.28% | -4.4% |
| Q4 2021 | $333,000 | – | 3,254 | – | 0.30% | – |
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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% |