SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $877,524 | -5.4% | 21,186 | 0.0% | 0.11% | -1.7% |
| Q2 2023 | $927,947 | -0.3% | 21,186 | -4.6% | 0.12% | -5.7% |
| Q1 2023 | $930,972 | +3.5% | 22,203 | 0.0% | 0.12% | -2.4% |
| Q4 2022 | $899,444 | +7.2% | 22,203 | 0.0% | 0.13% | -7.4% |
| Q3 2022 | $839,000 | -4.2% | 22,203 | -1.2% | 0.14% | 0.0% |
| Q2 2022 | $876,000 | -10.4% | 22,463 | +8.7% | 0.14% | -0.7% |
| Q1 2022 | $978,000 | -7.6% | 20,660 | +100.0% | 0.14% | -8.7% |
| Q4 2021 | $1,058,000 | +2.3% | 10,330 | 0.0% | 0.15% | -6.8% |
| Q3 2021 | $1,034,000 | -3.9% | 10,330 | 0.0% | 0.16% | -4.7% |
| Q2 2021 | $1,076,000 | +4.5% | 10,330 | 0.0% | 0.17% | +0.6% |
| Q1 2021 | $1,030,000 | +12.1% | 10,330 | 0.0% | 0.17% | +2.4% |
| Q4 2020 | $919,000 | +30.2% | 10,330 | 0.0% | 0.16% | +23.3% |
| Q3 2020 | $706,000 | -0.1% | 10,330 | -4.5% | 0.13% | -7.6% |
| Q2 2020 | $707,000 | – | 10,820 | – | 0.14% | – |
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% |