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 | $853,271 | -4.5% | 20,600 | +1.0% | 0.81% | +0.7% |
| Q2 2023 | $893,427 | +3.0% | 20,398 | -1.4% | 0.80% | -3.5% |
| Q1 2023 | $867,761 | +3.5% | 20,695 | +0.0% | 0.83% | -2.9% |
| Q4 2022 | $838,280 | +13.6% | 20,693 | +6.0% | 0.86% | 0.0% |
| Q3 2022 | $738,000 | -1.9% | 19,526 | +1.2% | 0.86% | +4.0% |
| Q2 2022 | $752,000 | -20.7% | 19,287 | -3.6% | 0.83% | -3.8% |
| Q1 2022 | $948,000 | -5.6% | 20,015 | +104.1% | 0.86% | -5.0% |
| Q4 2021 | $1,004,000 | – | 9,807 | – | 0.90% | – |
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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% |