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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,208 | -4.6% | 4,662 | -8.9% | 0.01% | -6.7% |
| Q1 2023 | $214,017 | -99.0% | 5,120 | -99.0% | 0.02% | -99.2% |
| Q4 2022 | $21,022,910 | +7.6% | 514,008 | -0.6% | 1.95% | +18.5% |
| Q3 2022 | $19,542,000 | -11.8% | 516,977 | -9.0% | 1.65% | -7.2% |
| Q2 2022 | $22,153,000 | -19.1% | 568,168 | -1.7% | 1.77% | -3.4% |
| Q1 2022 | $27,380,000 | -25.5% | 578,130 | +61.1% | 1.84% | -34.5% |
| Q4 2021 | $36,747,000 | – | 358,853 | – | 2.80% | – |
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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% |