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 2023 | $1,655,433 | -25.2% | 39,967 | -21.0% | 0.00% | -50.0% |
| Q2 2023 | $2,214,572 | -10.4% | 50,561 | -14.2% | 0.00% | 0.0% |
| Q1 2023 | $2,470,725 | -35.7% | 58,925 | -37.8% | 0.00% | -33.3% |
| Q4 2022 | $3,840,064 | -3.2% | 94,793 | -9.6% | 0.00% | 0.0% |
| Q3 2022 | $3,965,000 | +154.0% | 104,897 | +162.0% | 0.00% | +200.0% |
| Q2 2022 | $1,561,000 | +423.8% | 40,034 | +536.2% | 0.00% | – |
| Q1 2022 | $298,000 | -57.7% | 6,293 | -8.4% | 0.00% | – |
| Q4 2021 | $704,000 | -5.0% | 6,872 | -7.2% | 0.00% | -100.0% |
| Q3 2021 | $741,000 | -13.9% | 7,403 | -10.4% | 0.00% | 0.0% |
| Q2 2021 | $861,000 | -67.4% | 8,265 | -68.8% | 0.00% | -50.0% |
| Q1 2021 | $2,643,000 | +429.7% | 26,518 | +372.9% | 0.00% | – |
| Q4 2020 | $499,000 | +95.7% | 5,607 | +50.5% | 0.00% | – |
| Q3 2020 | $255,000 | -23.9% | 3,726 | -42.7% | 0.00% | – |
| Q1 2020 | $335,000 | – | 6,508 | – | 0.00% | – |
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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% |