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 | $1,813,623 | -5.1% | 43,786 | +0.4% | 0.09% | -8.0% |
| Q2 2023 | $1,910,687 | +4.7% | 43,623 | +0.2% | 0.10% | -3.8% |
| Q1 2023 | $1,824,952 | +1.5% | 43,524 | -1.9% | 0.10% | -8.0% |
| Q4 2022 | $1,797,311 | +3.6% | 44,367 | -3.4% | 0.11% | -14.4% |
| Q3 2022 | $1,735,000 | +599.6% | 45,909 | +1259.5% | 0.13% | +109.5% |
| Q2 2018 | $248,000 | +249.3% | 3,377 | +221.9% | 0.06% | +231.6% |
| Q1 2018 | $71,000 | -4.1% | 1,049 | 0.0% | 0.02% | -5.0% |
| Q4 2017 | $74,000 | +4.2% | 1,049 | 0.0% | 0.02% | -33.3% |
| Q3 2017 | $71,000 | +6.0% | 1,049 | +383.4% | 0.03% | -6.2% |
| Q2 2017 | $67,000 | +219.0% | 217 | -42.4% | 0.03% | +128.6% |
| Q1 2017 | $21,000 | – | 377 | +9325.0% | 0.01% | – |
| Q4 2016 | $0 | – | 4 | – | 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% |