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 | $2,304,339 | -8.0% | 55,633 | -2.7% | 0.09% | +3.3% |
| Q2 2023 | $2,504,472 | -0.6% | 57,180 | -4.9% | 0.09% | -1.1% |
| Q1 2023 | $2,520,237 | +4.1% | 60,106 | +0.5% | 0.09% | -3.2% |
| Q4 2022 | $2,421,854 | +0.5% | 59,784 | -6.3% | 0.10% | -11.2% |
| Q3 2022 | $2,411,000 | +4.2% | 63,772 | +7.5% | 0.11% | +10.3% |
| Q2 2022 | $2,313,000 | -20.0% | 59,320 | -2.8% | 0.10% | -4.0% |
| Q1 2022 | $2,892,000 | -8.4% | 61,059 | +98.0% | 0.10% | -4.7% |
| Q4 2021 | $3,157,000 | +16.0% | 30,833 | +13.4% | 0.11% | +5.0% |
| Q3 2021 | $2,722,000 | +76.8% | 27,195 | +84.0% | 0.10% | +50.7% |
| Q2 2021 | $1,540,000 | +7.6% | 14,778 | +2.9% | 0.07% | -10.7% |
| Q1 2021 | $1,431,000 | +12.1% | 14,361 | +0.2% | 0.08% | +2.7% |
| Q4 2020 | $1,276,000 | +26.5% | 14,333 | -0.9% | 0.07% | +14.1% |
| Q3 2020 | $1,009,000 | +102.2% | 14,463 | +89.3% | 0.06% | +82.9% |
| Q2 2020 | $499,000 | +27.0% | 7,642 | +0.2% | 0.04% | +9.4% |
| Q1 2020 | $393,000 | – | 7,630 | – | 0.03% | – |
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% |