SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70 | -5.4% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $74 | +4.2% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $71 | +2.9% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $69 | -99.9% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $64,000 | -3.0% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $66,000 | -18.5% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $81,000 | -6.9% | 1,700 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $87,000 | +2.4% | 850 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $85,000 | -4.5% | 850 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $89,000 | +4.7% | 850 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $85,000 | +11.8% | 850 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $76,000 | +484.6% | 850 | +347.4% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 190 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | +20.0% | 190 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | -28.6% | 190 | 0.0% | 0.00% | – |
| Q4 2019 | $14,000 | +7.7% | 190 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | -7.1% | 190 | 0.0% | 0.00% | – |
| Q2 2019 | $14,000 | +7.7% | 190 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | +8.3% | 190 | 0.0% | 0.00% | – |
| Q4 2018 | $12,000 | -14.3% | 190 | 0.0% | 0.00% | – |
| Q3 2018 | $14,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q2 2018 | $14,000 | +7.7% | 190 | 0.0% | 0.00% | – |
| Q1 2018 | $13,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2017 | $13,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q3 2017 | $13,000 | +8.3% | 190 | 0.0% | 0.00% | – |
| Q2 2017 | $12,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q1 2017 | $12,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2016 | $12,000 | +9.1% | 190 | 0.0% | 0.00% | – |
| Q3 2016 | $11,000 | +10.0% | 190 | 0.0% | 0.00% | – |
| Q2 2016 | $10,000 | -50.0% | 190 | -50.0% | 0.00% | – |
| Q1 2016 | $20,000 | +100.0% | 380 | +100.0% | 0.00% | – |
| Q4 2015 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q3 2015 | $10,000 | -9.1% | 190 | 0.0% | 0.00% | – |
| Q2 2015 | $11,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q1 2015 | $11,000 | +10.0% | 190 | 0.0% | 0.00% | – |
| Q4 2014 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q3 2014 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q2 2014 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q1 2014 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2013 | $10,000 | +11.1% | 190 | 0.0% | 0.00% | – |
| Q3 2013 | $9,000 | +12.5% | 190 | 0.0% | 0.00% | – |
| Q2 2013 | $8,000 | – | 190 | – | 0.00% | – |
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% |