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 | $6,436,173 | -3.8% | 155,388 | +1.8% | 3.09% | +0.6% |
Q2 2023 | $6,688,603 | +4.8% | 152,708 | +0.3% | 3.08% | +1.7% |
Q1 2023 | $6,382,086 | -1.7% | 152,208 | -5.0% | 3.02% | -6.1% |
Q4 2022 | $6,492,815 | +8.2% | 160,277 | +1.0% | 3.22% | +9.3% |
Q3 2022 | $5,999,000 | -3.9% | 158,704 | -0.9% | 2.94% | -1.7% |
Q2 2022 | $6,245,000 | -17.3% | 160,180 | +0.5% | 3.00% | -1.5% |
Q1 2022 | $7,549,000 | -5.2% | 159,400 | +104.9% | 3.04% | +19.1% |
Q4 2021 | $7,967,000 | +3.4% | 77,799 | +1.1% | 2.55% | -3.1% |
Q3 2021 | $7,702,000 | +4.3% | 76,942 | +8.6% | 2.64% | +9.2% |
Q2 2021 | $7,381,000 | +14.1% | 70,845 | +9.2% | 2.41% | -1.0% |
Q1 2021 | $6,467,000 | +15.6% | 64,885 | +3.3% | 2.44% | -15.5% |
Q4 2020 | $5,592,000 | +38.4% | 62,833 | +6.2% | 2.88% | +27.2% |
Q3 2020 | $4,041,000 | +19.6% | 59,145 | +14.3% | 2.27% | +6.5% |
Q2 2020 | $3,380,000 | +1.4% | 51,729 | -20.0% | 2.13% | -14.5% |
Q1 2020 | $3,333,000 | +4.5% | 64,685 | +53.5% | 2.49% | -3.3% |
Q4 2019 | $3,188,000 | +12.2% | 42,141 | +3.4% | 2.58% | +19.8% |
Q3 2019 | $2,841,000 | +2.6% | 40,742 | +5.2% | 2.15% | +0.2% |
Q2 2019 | $2,769,000 | +12.6% | 38,732 | +10.1% | 2.14% | +7.8% |
Q1 2019 | $2,459,000 | +89.0% | 35,167 | +64.1% | 1.99% | +35.0% |
Q4 2018 | $1,301,000 | – | 21,435 | – | 1.47% | – |
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% |