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 | $95,266 | -5.4% | 2,300 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $100,740 | -62.5% | 2,300 | -64.1% | 0.00% | -62.5% |
| Q1 2023 | $268,856 | +2140.5% | 6,412 | +1942.0% | 0.01% | – |
| Q3 2022 | $12,000 | -80.3% | 314 | -79.8% | 0.00% | -100.0% |
| Q2 2022 | $61,000 | -12.9% | 1,552 | +4.7% | 0.00% | 0.0% |
| Q1 2022 | $70,000 | -7.9% | 1,482 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $76,000 | +375.0% | 741 | +372.0% | 0.00% | +100.0% |
| Q3 2021 | $16,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +433.3% | 157 | +292.5% | 0.00% | – |
| Q3 2019 | $3,000 | -70.0% | 40 | -72.4% | 0.00% | -100.0% |
| Q2 2019 | $10,000 | +25.0% | 145 | +11.5% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -20.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | -28.6% | 130 | -37.8% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 209 | +1.5% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | – | 206 | – | 0.00% | – |
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% |