BALDWIN BROTHERS LLC/MA - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,325
-5.5%
320.0%0.00%
Q2 2023$1,402
-96.9%
32
-97.1%
0.00%
-100.0%
Q1 2023$45,794
+3433.5%
1,092
+3312.5%
0.00%
Q4 2022$1,296
-89.2%
32
-79.4%
0.00%
-100.0%
Q4 2019$12,000
+9.1%
1550.0%0.00%0.0%
Q3 2019$11,0000.0%1550.0%0.00%0.0%
Q2 2019$11,0000.0%1550.0%0.00%0.0%
Q1 2019$11,000
+22.2%
1550.0%0.00%0.0%
Q4 2018$9,000
-25.0%
1550.0%0.00%0.0%
Q3 2018$12,000
+9.1%
1550.0%0.00%0.0%
Q2 2018$11,0000.0%1550.0%0.00%0.0%
Q1 2018$11,0001550.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 231,597$14,053,00013.94%
TD Ameritrade Trust Co 500,855$30,392,00012.72%
B & T Capital Management DBA Alpha Capital Management 375,703$22,798,00010.67%
MONEYWISE, INC. 172,243$10,452,0009.91%
MARSHALL FINANCIAL GROUP INC /ADV 163,016$9,892,0009.37%
PIERSHALE FINANCIAL GROUP, INC. 243,277$14,762,0008.96%
Sharkey, Howes & Javer 223,524$13,563,0008.83%
Tradewinds Capital Management, LLC 269,059$16,327,0008.03%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 164,831$10,002,0007.92%
Gemmer Asset Management LLC 402,935$24,450,0007.54%
View complete list of SCHWAB STRATEGIC TR shareholders