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 | $207,721 | -4.6% | 5,015 | +0.8% | 0.03% | -8.8% |
| Q2 2023 | $217,817 | +4.3% | 4,973 | -0.2% | 0.03% | 0.0% |
| Q1 2023 | $208,853 | -3.3% | 4,981 | +0.9% | 0.03% | +88.9% |
| Q4 2022 | $215,988 | -14.3% | 4,938 | +74.7% | 0.02% | -66.7% |
| Q4 2020 | $252,000 | +7.2% | 2,827 | -17.8% | 0.05% | -6.9% |
| Q3 2020 | $235,000 | +4.4% | 3,441 | 0.0% | 0.06% | -12.1% |
| Q2 2020 | $225,000 | – | 3,441 | – | 0.07% | – |
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% |