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 | $59,355 | -21.9% | 1,433 | -17.4% | 0.02% | -15.0% |
| Q2 2023 | $75,993 | +26.5% | 1,735 | +21.1% | 0.02% | +17.6% |
| Q1 2023 | $60,086 | +196.6% | 1,433 | +186.6% | 0.02% | +183.3% |
| Q4 2022 | $20,255 | +305.1% | 500 | +278.8% | 0.01% | +200.0% |
| Q3 2022 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | – | 132 | – | 0.00% | – |
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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% |