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 | $286,423 | -7.5% | 6,915 | -2.2% | 0.06% | -5.0% |
| Q2 2023 | $309,808 | -35.1% | 7,073 | -37.9% | 0.06% | -39.4% |
| Q1 2023 | $477,575 | +4.5% | 11,390 | +0.9% | 0.10% | -5.7% |
| Q4 2022 | $457,186 | -6.7% | 11,286 | -12.9% | 0.10% | -9.5% |
| Q3 2022 | $490,000 | -13.0% | 12,961 | +0.2% | 0.12% | -1.7% |
| Q2 2022 | $563,000 | +51.3% | 12,935 | +64.5% | 0.12% | +53.2% |
| Q1 2022 | $372,000 | -0.3% | 7,864 | +99.9% | 0.08% | -1.3% |
| Q4 2021 | $373,000 | -4.6% | 3,933 | +0.8% | 0.08% | -11.4% |
| Q3 2021 | $391,000 | -17.7% | 3,902 | -14.4% | 0.09% | -19.3% |
| Q2 2021 | $475,000 | +21.2% | 4,557 | +14.3% | 0.11% | +16.0% |
| Q1 2021 | $392,000 | +26.0% | 3,987 | +30.6% | 0.09% | +19.0% |
| Q4 2020 | $311,000 | +49.5% | 3,052 | +0.1% | 0.08% | +11.3% |
| Q3 2020 | $208,000 | -6.7% | 3,050 | -2.2% | 0.07% | -9.0% |
| Q2 2020 | $223,000 | +9.3% | 3,119 | +15.6% | 0.08% | -2.5% |
| Q4 2019 | $204,000 | -37.6% | 2,699 | -42.4% | 0.08% | -45.6% |
| Q4 2018 | $327,000 | – | 4,685 | – | 0.15% | – |
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% |