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 | $12,762 | +9.0% | 308 | +15.4% | 0.01% | +25.0% |
| Q2 2023 | $11,710 | +14.6% | 267 | +9.4% | 0.00% | -20.0% |
| Q1 2023 | $10,216 | +14.1% | 244 | +10.4% | 0.01% | -16.7% |
| Q4 2022 | $8,951 | +11.9% | 221 | +8.9% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 203 | +2.0% | 0.01% | 0.0% |
| Q2 2022 | $8,000 | -55.6% | 199 | -50.0% | 0.01% | -53.8% |
| Q1 2022 | $18,000 | +80.0% | 398 | +302.0% | 0.01% | +62.5% |
| Q4 2021 | $10,000 | 0.0% | 99 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 99 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $10,000 | 0.0% | 99 | +1.0% | 0.01% | -12.5% |
| Q1 2021 | $10,000 | +11.1% | 98 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $9,000 | -81.2% | 98 | -84.5% | 0.01% | -71.9% |
| Q3 2018 | $48,000 | +2.1% | 634 | +0.2% | 0.03% | -5.9% |
| Q2 2018 | $47,000 | +6.8% | 633 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $44,000 | +29.4% | 633 | +0.2% | 0.03% | +36.0% |
| Q4 2017 | $34,000 | – | 632 | – | 0.02% | – |
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% |