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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $1,152,112 | +25.3% | 30,479 | +29.3% | 0.05% | +28.9% |
Q2 2022 | $919,286 | -27.8% | 23,577 | -12.3% | 0.04% | -11.6% |
Q1 2022 | $1,272,878 | -7.7% | 26,877 | +99.6% | 0.04% | -8.5% |
Q4 2021 | $1,378,628 | -0.4% | 13,463 | -2.6% | 0.05% | -9.6% |
Q3 2021 | $1,383,544 | -5.2% | 13,822 | -1.3% | 0.05% | -8.8% |
Q2 2021 | $1,458,760 | +5.8% | 14,002 | +1.2% | 0.06% | -5.0% |
Q1 2021 | $1,379,340 | +41.6% | 13,839 | +26.5% | 0.06% | +20.0% |
Q4 2020 | $973,823 | +49.7% | 10,942 | +14.9% | 0.05% | +31.6% |
Q3 2020 | $650,642 | +8.5% | 9,523 | +3.7% | 0.04% | -2.6% |
Q2 2020 | $599,872 | +68.0% | 9,181 | +32.5% | 0.04% | +30.0% |
Q1 2020 | $357,053 | -27.4% | 6,930 | +6.5% | 0.03% | -14.3% |
Q4 2019 | $491,944 | +22.2% | 6,504 | +12.6% | 0.04% | +6.1% |
Q3 2019 | $402,635 | +6.6% | 5,774 | +9.3% | 0.03% | +3.1% |
Q2 2019 | $377,534 | +12.9% | 5,282 | +10.4% | 0.03% | 0.0% |
Q1 2019 | $334,452 | +106.1% | 4,783 | +78.8% | 0.03% | +60.0% |
Q4 2018 | $162,315 | -50.7% | 2,675 | -38.2% | 0.02% | -47.4% |
Q3 2018 | $329,547 | -65.7% | 4,326 | -66.9% | 0.04% | -71.0% |
Q2 2018 | $960,989 | +204.8% | 13,062 | +186.4% | 0.13% | +178.7% |
Q1 2018 | $315,319 | -54.8% | 4,561 | -54.4% | 0.05% | -57.3% |
Q4 2017 | $698,305 | – | 10,013 | – | 0.11% | – |
Download |
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% |