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 | $3,111,198 | -0.0% | 75,113 | +5.7% | 2.11% | +2.4% |
| Q2 2023 | $3,112,213 | +4.7% | 71,055 | +0.2% | 2.06% | -0.7% |
| Q1 2023 | $2,973,782 | +7.5% | 70,923 | +3.8% | 2.08% | +2.0% |
| Q4 2022 | $2,767,177 | +6.8% | 68,308 | -0.3% | 2.04% | -1.3% |
| Q3 2022 | $2,590,000 | +2.5% | 68,510 | +5.7% | 2.07% | +6.3% |
| Q2 2022 | $2,526,000 | -16.4% | 64,797 | +1.6% | 1.94% | -7.6% |
| Q1 2022 | $3,020,000 | +6.0% | 63,765 | +129.2% | 2.10% | +4.7% |
| Q4 2021 | $2,848,000 | – | 27,815 | – | 2.01% | – |
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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% |