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 | $591,419 | +41.3% | 14,279 | +49.4% | 0.05% | +38.9% |
| Q2 2023 | $418,526 | +5.1% | 9,556 | +0.6% | 0.04% | -2.7% |
| Q1 2023 | $398,378 | -2.0% | 9,501 | -5.3% | 0.04% | -11.9% |
| Q4 2022 | $406,672 | -28.8% | 10,038 | -30.8% | 0.04% | +27.3% |
| Q3 2022 | $571,000 | +72.5% | 14,498 | +70.4% | 0.03% | +73.7% |
| Q2 2022 | $331,000 | -18.1% | 8,510 | -0.2% | 0.02% | -5.0% |
| Q1 2022 | $404,000 | -15.8% | 8,528 | +82.3% | 0.02% | -57.4% |
| Q4 2021 | $480,000 | +30.8% | 4,677 | +32.5% | 0.05% | +23.7% |
| Q2 2021 | $367,000 | +31.1% | 3,531 | +25.5% | 0.04% | 0.0% |
| Q1 2021 | $280,000 | +22.8% | 2,814 | +9.7% | 0.04% | +15.2% |
| Q4 2020 | $228,000 | – | 2,565 | – | 0.03% | – |
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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% |