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 | $9,393,907 | +56.6% | 226,796 | +65.6% | 0.44% | +42.8% |
| Q2 2023 | $6,000,369 | +60.5% | 136,995 | +53.7% | 0.31% | +42.0% |
| Q1 2023 | $3,737,451 | +99.7% | 89,135 | +93.0% | 0.22% | +71.1% |
| Q4 2022 | $1,871,291 | +71.5% | 46,193 | +60.1% | 0.13% | +54.2% |
| Q3 2022 | $1,091,000 | -7.9% | 28,854 | -5.0% | 0.08% | -8.8% |
| Q2 2022 | $1,185,000 | -9.3% | 30,385 | +10.2% | 0.09% | 0.0% |
| Q1 2022 | $1,306,000 | -10.0% | 27,567 | +94.5% | 0.09% | -12.5% |
| Q4 2021 | $1,451,000 | -22.2% | 14,173 | -23.9% | 0.10% | -25.7% |
| Q3 2021 | $1,865,000 | +16.1% | 18,631 | +20.8% | 0.14% | +10.2% |
| Q2 2021 | $1,607,000 | -13.3% | 15,421 | -17.0% | 0.13% | -26.2% |
| Q1 2021 | $1,853,000 | -10.2% | 18,590 | -19.8% | 0.17% | -10.9% |
| Q4 2020 | $2,064,000 | +36.8% | 23,189 | +5.0% | 0.19% | +12.9% |
| Q3 2020 | $1,509,000 | +7.4% | 22,089 | +2.7% | 0.17% | -10.0% |
| Q2 2020 | $1,405,000 | +377.9% | 21,502 | +276.4% | 0.19% | +251.9% |
| Q1 2020 | $294,000 | -63.2% | 5,713 | -46.0% | 0.05% | -50.5% |
| Q4 2019 | $800,000 | +18.0% | 10,581 | +8.9% | 0.11% | +3.8% |
| Q3 2019 | $678,000 | -20.7% | 9,718 | -18.8% | 0.10% | -23.4% |
| Q2 2019 | $855,000 | +16.6% | 11,967 | +14.2% | 0.14% | -0.7% |
| Q1 2019 | $733,000 | +23.6% | 10,479 | +18.6% | 0.14% | +9.5% |
| Q4 2018 | $593,000 | +25.1% | 8,838 | +42.1% | 0.13% | +28.6% |
| Q3 2018 | $474,000 | -36.5% | 6,221 | -38.6% | 0.10% | -42.0% |
| Q2 2018 | $746,000 | +109.6% | 10,139 | +97.1% | 0.17% | +85.7% |
| Q1 2018 | $356,000 | – | 5,144 | – | 0.09% | – |
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% |