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 | $6,421,020 | -1.5% | 155,022 | +4.1% | 2.93% | -8.8% |
| Q2 2023 | $6,520,415 | +3.5% | 148,868 | -0.9% | 3.21% | -1.7% |
| Q1 2023 | $6,299,229 | -0.8% | 150,232 | -4.2% | 3.26% | -2.6% |
| Q4 2022 | $6,353,140 | +19.2% | 156,829 | +11.2% | 3.35% | +14.4% |
| Q3 2022 | $5,330,000 | -2.0% | 140,997 | +1.0% | 2.93% | +8.0% |
| Q2 2022 | $5,441,000 | -17.0% | 139,538 | +0.8% | 2.71% | +0.5% |
| Q1 2022 | $6,553,000 | +14.3% | 138,370 | +147.2% | 2.70% | +6.5% |
| Q4 2021 | $5,732,000 | +3.4% | 55,977 | +1.1% | 2.54% | -14.8% |
| Q3 2021 | $5,541,000 | +12.3% | 55,350 | +16.8% | 2.98% | +11.5% |
| Q2 2021 | $4,936,000 | +56.2% | 47,381 | +49.4% | 2.67% | +23.3% |
| Q1 2021 | $3,160,000 | +13.7% | 31,704 | +1.5% | 2.16% | -10.5% |
| Q4 2020 | $2,779,000 | – | 31,224 | – | 2.42% | – |
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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% |