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 | $7,953 | -6.4% | 192 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $8,497 | +4.5% | 194 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,134 | +3.5% | 194 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,859 | +12.3% | 194 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 194 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $8,000 | -11.1% | 194 | -3.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 200 | +106.2% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 97 | -1.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | -33.3% | 98 | -30.0% | 0.00% | -40.0% |
| Q2 2021 | $15,000 | +7.1% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 140 | -7.9% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | +40.0% | 152 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $10,000 | -37.5% | 152 | -37.2% | 0.00% | -42.9% |
| Q2 2020 | $16,000 | +23.1% | 242 | -5.5% | 0.01% | 0.0% |
| Q1 2020 | $13,000 | -35.0% | 256 | -4.8% | 0.01% | -12.5% |
| Q4 2019 | $20,000 | – | 269 | – | 0.01% | – |
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% |