SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,421 | +22.6% | 1,314 | +29.7% | 0.01% | +16.7% |
| Q2 2023 | $44,391 | +2.4% | 1,013 | -2.0% | 0.01% | 0.0% |
| Q1 2023 | $43,366 | +25.8% | 1,034 | +21.5% | 0.01% | 0.0% |
| Q4 2022 | $34,479 | -50.7% | 851 | -42.0% | 0.01% | -50.0% |
| Q1 2022 | $70,000 | -6.7% | 1,468 | +100.0% | 0.01% | -14.3% |
| Q4 2021 | $75,000 | 0.0% | 734 | -2.3% | 0.01% | -17.6% |
| Q3 2021 | $75,000 | -1.3% | 751 | +2.7% | 0.02% | -10.5% |
| Q2 2021 | $76,000 | -16.5% | 731 | -19.8% | 0.02% | -26.9% |
| Q1 2021 | $91,000 | +13.8% | 912 | +1.8% | 0.03% | -3.7% |
| Q4 2020 | $80,000 | – | 896 | – | 0.03% | – |
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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% |