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 | $862 | +257.7% | 20,800 | +278.2% | 0.00% | – |
Q2 2023 | $241 | -100.0% | 5,500 | -62.8% | 0.00% | -100.0% |
Q3 2022 | $559,000 | -21.3% | 14,800 | -18.7% | 0.00% | 0.0% |
Q2 2022 | $710,000 | -65.2% | 18,200 | -57.8% | 0.00% | -50.0% |
Q1 2022 | $2,041,000 | -1.5% | 43,100 | +108.2% | 0.00% | -33.3% |
Q3 2021 | $2,072,000 | -23.8% | 20,700 | -20.7% | 0.00% | 0.0% |
Q2 2021 | $2,719,000 | -17.1% | 26,100 | -20.7% | 0.00% | -25.0% |
Q1 2021 | $3,279,000 | +203.9% | 32,900 | +108.2% | 0.00% | +300.0% |
Q3 2020 | $1,079,000 | +232.0% | 15,800 | +150.8% | 0.00% | – |
Q1 2020 | $325,000 | -51.4% | 6,300 | -34.4% | 0.00% | -100.0% |
Q3 2019 | $669,000 | +212.6% | 9,600 | +220.0% | 0.00% | – |
Q2 2019 | $214,000 | -70.0% | 3,000 | -70.6% | 0.00% | -100.0% |
Q1 2019 | $713,000 | +202.1% | 10,200 | +229.0% | 0.00% | – |
Q3 2018 | $236,000 | -88.8% | 3,100 | -89.5% | 0.00% | -100.0% |
Q2 2018 | $2,106,000 | +89.2% | 29,600 | +83.9% | 0.00% | 0.0% |
Q1 2018 | $1,113,000 | – | 16,100 | – | 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% |