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 | $95,477 | -12.0% | 2,305 | -6.9% | 0.09% | -10.1% |
| Q2 2023 | $108,442 | -38.8% | 2,476 | -41.5% | 0.10% | -42.1% |
| Q1 2023 | $177,301 | -0.5% | 4,229 | -3.8% | 0.17% | -2.3% |
| Q4 2022 | $178,163 | -11.4% | 4,398 | -17.1% | 0.18% | -23.2% |
| Q3 2022 | $201,000 | -13.4% | 5,308 | -10.9% | 0.23% | -8.8% |
| Q2 2022 | $232,000 | -24.2% | 5,957 | -7.9% | 0.25% | -17.8% |
| Q1 2022 | $306,000 | -8.9% | 6,468 | +97.3% | 0.30% | -5.9% |
| Q4 2021 | $336,000 | – | 3,278 | – | 0.32% | – |
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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% |