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 | $2,147,586 | +1.0% | 51,849 | +6.8% | 0.20% | +3.6% |
| Q2 2023 | $2,126,797 | +4.8% | 48,557 | +0.4% | 0.20% | +0.5% |
| Q1 2023 | $2,028,825 | +7.1% | 48,386 | +3.4% | 0.20% | +1.6% |
| Q4 2022 | $1,895,139 | +10.1% | 46,782 | +2.7% | 0.19% | +1.6% |
| Q3 2022 | $1,722,000 | -3.6% | 45,560 | -0.5% | 0.19% | -2.1% |
| Q2 2022 | $1,786,000 | -19.0% | 45,804 | -1.6% | 0.19% | -7.2% |
| Q1 2022 | $2,205,000 | +38.5% | 46,568 | +199.5% | 0.21% | +34.0% |
| Q4 2021 | $1,592,000 | +4.0% | 15,551 | +1.7% | 0.16% | -1.3% |
| Q3 2021 | $1,531,000 | +4.7% | 15,292 | +8.9% | 0.16% | +4.6% |
| Q2 2021 | $1,462,000 | +15.3% | 14,037 | -1.5% | 0.15% | -12.7% |
| Q4 2020 | $1,268,000 | +28.5% | 14,251 | -1.3% | 0.17% | +12.3% |
| Q3 2020 | $987,000 | +10.0% | 14,445 | +5.3% | 0.15% | +4.8% |
| Q2 2020 | $897,000 | +47.8% | 13,724 | +9.1% | 0.15% | +22.5% |
| Q1 2020 | $607,000 | – | 12,584 | – | 0.12% | – |
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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% |