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 | $718,548 | -5.2% | 17,348 | +0.3% | 0.46% | -10.7% |
| Q2 2023 | $757,838 | +4.7% | 17,302 | +0.3% | 0.51% | -9.8% |
| Q1 2023 | $723,518 | -14.6% | 17,255 | -17.5% | 0.57% | -24.5% |
| Q4 2022 | $847,308 | +7.5% | 20,916 | +0.4% | 0.75% | +4.9% |
| Q3 2022 | $788,000 | -9.7% | 20,839 | -6.9% | 0.72% | -24.3% |
| Q2 2022 | $873,000 | -20.1% | 22,386 | -2.9% | 0.95% | -16.7% |
| Q1 2022 | $1,092,000 | -7.5% | 23,066 | +100.2% | 1.14% | -4.5% |
| Q4 2021 | $1,180,000 | +2.7% | 11,524 | +0.4% | 1.20% | +10.1% |
| Q3 2021 | $1,149,000 | -3.5% | 11,481 | +0.4% | 1.08% | +1.3% |
| Q2 2021 | $1,191,000 | -4.7% | 11,431 | -8.9% | 1.07% | -11.3% |
| Q1 2021 | $1,250,000 | – | 12,546 | – | 1.21% | – |
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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% |