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 | $2,729,517 | -2.6% | 66,237 | +3.5% | 2.66% | -13.8% |
| Q2 2023 | $2,802,981 | +7.7% | 63,995 | +3.1% | 3.08% | +23.9% |
| Q1 2023 | $2,603,350 | +4.6% | 62,088 | +1.0% | 2.49% | -2.4% |
| Q4 2022 | $2,487,699 | +8.8% | 61,474 | +1.7% | 2.55% | -4.2% |
| Q3 2022 | $2,286,000 | -0.6% | 60,472 | +2.7% | 2.66% | +6.7% |
| Q2 2022 | $2,300,000 | -1.7% | 58,862 | +19.1% | 2.49% | +8.7% |
| Q1 2022 | $2,340,000 | -4.6% | 49,414 | +106.4% | 2.29% | -1.8% |
| Q4 2021 | $2,452,000 | – | 23,943 | – | 2.34% | – |
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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% |