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 | $303,236 | +33.6% | 7,321 | +41.3% | 0.01% | +66.7% |
| Q2 2023 | $227,015 | +4.9% | 5,183 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $216,359 | +5.3% | 5,160 | +1.7% | 0.00% | 0.0% |
| Q4 2022 | $205,507 | +42.7% | 5,073 | +81.4% | 0.00% | -25.0% |
| Q1 2020 | $144,000 | -33.0% | 2,797 | -1.4% | 0.00% | -20.0% |
| Q4 2019 | $215,000 | +23.6% | 2,838 | +13.6% | 0.01% | +25.0% |
| Q3 2019 | $174,000 | +13.7% | 2,499 | +16.7% | 0.00% | +33.3% |
| Q2 2019 | $153,000 | +2.0% | 2,141 | +0.1% | 0.00% | 0.0% |
| Q1 2019 | $150,000 | +15.4% | 2,139 | +0.2% | 0.00% | 0.0% |
| Q4 2018 | $130,000 | +38.3% | 2,135 | +53.4% | 0.00% | +50.0% |
| Q3 2017 | $94,000 | +5.6% | 1,392 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $89,000 | +2.3% | 1,392 | +1.1% | 0.00% | 0.0% |
| Q1 2017 | $87,000 | – | 1,377 | – | 0.00% | – |
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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% |