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 | $963,226 | -10.9% | 23,255 | -5.8% | 1.00% | -6.2% |
Q2 2023 | $1,081,356 | +0.7% | 24,689 | -3.6% | 1.07% | -1.7% |
Q1 2023 | $1,073,586 | +6.2% | 25,604 | +2.6% | 1.09% | +2.9% |
Q4 2022 | $1,011,259 | +12.1% | 24,963 | +5.8% | 1.06% | +5.0% |
Q3 2022 | $902,000 | -1.2% | 23,600 | +0.7% | 1.01% | +3.6% |
Q2 2022 | $913,000 | -18.6% | 23,430 | -1.0% | 0.97% | -4.8% |
Q1 2022 | $1,121,000 | -4.0% | 23,670 | +107.6% | 1.02% | -2.1% |
Q4 2021 | $1,168,000 | – | 11,400 | – | 1.04% | – |
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% |