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 | $352,816 | -0.2% | 8,518 | +5.6% | 0.05% | +4.3% |
Q2 2023 | $353,378 | +4.5% | 8,068 | 0.0% | 0.05% | 0.0% |
Q1 2023 | $338,000 | +103900.0% | 8,068 | +0.5% | 0.05% | +4.4% |
Q4 2022 | $325 | -99.9% | 8,028 | +0.0% | 0.04% | 0.0% |
Q3 2022 | $303,000 | -17.4% | 8,024 | -14.9% | 0.04% | -11.8% |
Q2 2022 | $367,000 | -17.7% | 9,424 | 0.0% | 0.05% | 0.0% |
Q1 2022 | $446,000 | +0.9% | 9,424 | +118.6% | 0.05% | +4.1% |
Q4 2021 | $442,000 | +11.3% | 4,312 | +8.8% | 0.05% | +4.3% |
Q3 2021 | $397,000 | -5.5% | 3,962 | -1.7% | 0.05% | -4.1% |
Q2 2021 | $420,000 | +4.5% | 4,032 | 0.0% | 0.05% | -2.0% |
Q1 2021 | $402,000 | +12.0% | 4,032 | 0.0% | 0.05% | +4.2% |
Q4 2020 | $359,000 | +30.5% | 4,032 | 0.0% | 0.05% | +14.3% |
Q3 2020 | $275,000 | +4.6% | 4,032 | 0.0% | 0.04% | -2.3% |
Q2 2020 | $263,000 | +28.3% | 4,032 | +1.1% | 0.04% | +10.3% |
Q1 2020 | $205,000 | -40.1% | 3,987 | -11.7% | 0.04% | -22.0% |
Q4 2019 | $342,000 | +17.5% | 4,517 | +8.3% | 0.05% | +8.7% |
Q3 2019 | $291,000 | +6.2% | 4,172 | +8.7% | 0.05% | +4.5% |
Q2 2019 | $274,000 | +2.2% | 3,837 | 0.0% | 0.04% | 0.0% |
Q1 2019 | $268,000 | +15.0% | 3,837 | 0.0% | 0.04% | +4.8% |
Q4 2018 | $233,000 | -20.2% | 3,837 | 0.0% | 0.04% | -6.7% |
Q3 2018 | $292,000 | -3.6% | 3,837 | -6.8% | 0.04% | -10.0% |
Q2 2018 | $303,000 | +6.3% | 4,119 | 0.0% | 0.05% | +6.4% |
Q1 2018 | $285,000 | +1.4% | 4,119 | +2.2% | 0.05% | +6.8% |
Q4 2017 | $281,000 | +3.7% | 4,029 | 0.0% | 0.04% | 0.0% |
Q3 2017 | $271,000 | – | 4,029 | – | 0.04% | – |
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% |