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 | $334,259 | -5.1% | 8,070 | +0.4% | 0.10% | -15.7% |
| Q2 2023 | $352,149 | +4.5% | 8,040 | 0.0% | 0.12% | +11.7% |
| Q1 2023 | $337,115 | +3.5% | 8,040 | 0.0% | 0.10% | +8.4% |
| Q4 2022 | $325,698 | +7.5% | 8,040 | +0.2% | 0.10% | +4.4% |
| Q3 2022 | $303,000 | -2.9% | 8,020 | +0.2% | 0.09% | +4.6% |
| Q2 2022 | $312,000 | -17.7% | 8,006 | 0.0% | 0.09% | -8.4% |
| Q1 2022 | $379,000 | -8.5% | 8,006 | +100.0% | 0.10% | -22.8% |
| Q4 2021 | $414,000 | +3.2% | 4,003 | 0.0% | 0.12% | -9.6% |
| Q3 2021 | $401,000 | -4.1% | 4,003 | -0.2% | 0.14% | -2.9% |
| Q2 2021 | $418,000 | +4.8% | 4,013 | +0.2% | 0.14% | -13.6% |
| Q1 2021 | $399,000 | +11.8% | 4,003 | -0.2% | 0.16% | +8.0% |
| Q4 2020 | $357,000 | – | 4,011 | – | 0.15% | – |
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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% |