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 | $8,740 | -5.4% | 211 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $9,242 | +199.3% | 211 | +185.1% | 0.01% | +200.0% |
| Q1 2023 | $3,088 | +3.8% | 74 | +1.4% | 0.00% | 0.0% |
| Q4 2022 | $2,974 | -0.9% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -93.2% | 73 | -92.1% | 0.00% | -91.7% |
| Q1 2022 | $44,000 | -8.3% | 920 | +94.9% | 0.02% | -14.3% |
| Q4 2021 | $48,000 | -26.2% | 472 | -26.8% | 0.03% | -30.0% |
| Q3 2021 | $65,000 | 0.0% | 645 | +2.7% | 0.04% | +5.3% |
| Q2 2021 | $65,000 | +103.1% | 628 | +96.2% | 0.04% | +65.2% |
| Q1 2021 | $32,000 | – | 320 | – | 0.02% | – |
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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% |