SCHWAB STRATEGIC TR's ticker is and the CUSIP is 808524649. A total of 52 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,275 | -1.3% | 0 | -100.0% | 0.00% | -20.0% |
| Q1 2024 | $19,519 | +0.2% | 375 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $19,485 | +4.8% | 375 | 0.0% | 0.01% | -16.7% |
| Q3 2023 | $18,591 | -4.4% | 375 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19,437 | -1.0% | 375 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $19,638 | – | 375 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MYECFO, LLC | 68,180 | $3,533,838 | 2.57% |
| O'ROURKE & COMPANY, Inc | 33,632 | $1,743 | 1.22% |
| Wedmont Private Capital | 115,778 | $5,989,819 | 0.64% |
| TrinityPoint Wealth, LLC | 24,817 | $1,286,274 | 0.25% |
| Column Capital Advisors, LLC | 13,876 | $719,207 | 0.10% |
| Columbus Macro, LLC | 4,754 | $246,412 | 0.10% |
| Element Wealth, LLC | 2,240 | $116,101 | 0.08% |
| AdvisorNet Financial, Inc | 10,365 | $537,228 | 0.05% |
| Koshinski Asset Management, Inc. | 6,592 | $341,670 | 0.04% |
| Sequoia Financial Advisors, LLC | 23,641 | $1,225,327 | 0.02% |