SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,206 | +3.9% | 12,849 | +9.8% | 0.02% | +10.0% |
| Q2 2023 | $512,372 | +1.4% | 11,698 | -2.9% | 0.02% | -4.8% |
| Q1 2023 | $505,089 | +2.7% | 12,046 | -0.8% | 0.02% | +5.0% |
| Q4 2022 | $491,832 | +23.0% | 12,141 | +14.7% | 0.02% | +11.1% |
| Q3 2022 | $400,000 | -9.5% | 10,587 | -6.7% | 0.02% | -5.3% |
| Q2 2022 | $442,000 | -21.2% | 11,347 | -4.3% | 0.02% | -13.6% |
| Q1 2022 | $561,000 | -10.4% | 11,855 | +93.9% | 0.02% | -15.4% |
| Q4 2021 | $626,000 | +23.7% | 6,114 | +20.9% | 0.03% | +13.0% |
| Q3 2021 | $506,000 | -3.6% | 5,056 | +0.4% | 0.02% | -8.0% |
| Q2 2021 | $525,000 | +5.2% | 5,036 | +0.6% | 0.02% | -3.8% |
| Q1 2021 | $499,000 | +10.4% | 5,007 | -1.4% | 0.03% | +13.0% |
| Q4 2020 | $452,000 | +3.9% | 5,080 | -20.2% | 0.02% | 0.0% |
| Q3 2020 | $435,000 | -0.5% | 6,364 | -4.8% | 0.02% | -8.0% |
| Q2 2020 | $437,000 | -25.4% | 6,684 | -41.2% | 0.02% | -39.0% |
| Q1 2020 | $586,000 | +29.6% | 11,375 | +90.2% | 0.04% | +51.9% |
| Q4 2019 | $452,000 | +18.0% | 5,979 | +8.8% | 0.03% | +12.5% |
| Q3 2019 | $383,000 | -2.8% | 5,496 | +0.0% | 0.02% | -4.0% |
| Q2 2019 | $394,000 | +5.3% | 5,494 | +2.8% | 0.02% | -3.8% |
| Q1 2019 | $374,000 | -75.4% | 5,346 | -78.7% | 0.03% | -77.4% |
| Q4 2018 | $1,523,000 | +1148.4% | 25,097 | +1463.7% | 0.12% | +1050.0% |
| Q3 2018 | $122,000 | -6.9% | 1,605 | -15.5% | 0.01% | -9.1% |
| Q1 2018 | $131,000 | -88.3% | 1,900 | -89.3% | 0.01% | -89.0% |
| Q1 2017 | $1,115,000 | -0.4% | 17,704 | -2.8% | 0.10% | -16.0% |
| Q4 2016 | $1,120,000 | – | 18,211 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |