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 | $299,094 | +94251.4% | 7,221 | -0.2% | 0.14% | -2.1% |
Q2 2023 | $317 | +0.6% | 7,233 | -3.7% | 0.14% | -6.6% |
Q1 2023 | $315 | +3.6% | 7,508 | 0.0% | 0.15% | -3.8% |
Q4 2022 | $304 | -99.9% | 7,508 | -0.2% | 0.16% | +6.8% |
Q3 2022 | $284,000 | -3.4% | 7,520 | -0.3% | 0.15% | +1.4% |
Q2 2022 | $294,000 | -17.6% | 7,546 | 0.0% | 0.14% | +0.7% |
Q1 2022 | $357,000 | -7.5% | 7,546 | +100.0% | 0.14% | 0.0% |
Q4 2021 | $386,000 | +2.1% | 3,773 | 0.0% | 0.14% | -10.0% |
Q3 2021 | $378,000 | +2.7% | 3,773 | 0.0% | 0.16% | +6.0% |
Q2 2021 | $368,000 | -1.9% | 3,773 | +0.4% | 0.15% | -17.0% |
Q1 2021 | $375,000 | +7.4% | 3,759 | -4.2% | 0.18% | +1.7% |
Q4 2020 | $349,000 | +2.0% | 3,924 | -3.9% | 0.18% | -1.1% |
Q3 2020 | $342,000 | +28.6% | 4,082 | +0.2% | 0.18% | +9.7% |
Q2 2020 | $266,000 | -2.6% | 4,072 | -11.8% | 0.16% | -10.3% |
Q1 2020 | $273,000 | -21.3% | 4,618 | +0.6% | 0.18% | -18.6% |
Q4 2019 | $347,000 | +13.4% | 4,592 | +4.6% | 0.23% | +3.7% |
Q3 2019 | $306,000 | -8.9% | 4,388 | -6.3% | 0.22% | -11.0% |
Q2 2019 | $336,000 | -1.2% | 4,683 | -3.8% | 0.24% | -7.5% |
Q1 2019 | $340,000 | +15.3% | 4,868 | +0.0% | 0.26% | +3.1% |
Q4 2018 | $295,000 | -7.2% | 4,867 | +1.0% | 0.26% | +15.2% |
Q3 2018 | $318,000 | -5.6% | 4,819 | +7.9% | 0.22% | +3.2% |
Q2 2018 | $337,000 | +11.2% | 4,468 | +2.1% | 0.22% | +1.9% |
Q1 2018 | $303,000 | +2.7% | 4,377 | +3.6% | 0.21% | -9.8% |
Q4 2017 | $295,000 | – | 4,226 | – | 0.24% | – |
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% |