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 | $497,294 | -6.0% | 12,006 | -0.6% | 0.04% | -2.5% |
| Q2 2023 | $529,154 | +6.6% | 12,081 | +2.0% | 0.04% | 0.0% |
| Q1 2023 | $496,499 | +8.8% | 11,841 | +5.1% | 0.04% | +5.3% |
| Q4 2022 | $456,391 | +4.9% | 11,266 | -2.0% | 0.04% | -2.6% |
| Q3 2022 | $435,000 | +1.2% | 11,501 | +4.2% | 0.04% | 0.0% |
| Q2 2022 | $430,000 | -12.4% | 11,033 | +6.4% | 0.04% | +5.4% |
| Q1 2022 | $491,000 | +6.7% | 10,368 | +130.9% | 0.04% | +12.1% |
| Q4 2021 | $460,000 | +1.5% | 4,491 | -0.7% | 0.03% | -5.7% |
| Q3 2021 | $453,000 | -2.6% | 4,521 | +1.4% | 0.04% | -2.8% |
| Q2 2021 | $465,000 | +5.0% | 4,459 | +0.3% | 0.04% | 0.0% |
| Q1 2021 | $443,000 | +11.0% | 4,447 | -0.9% | 0.04% | +5.9% |
| Q4 2020 | $399,000 | +29.5% | 4,486 | -0.3% | 0.03% | +13.3% |
| Q3 2020 | $308,000 | +4.8% | 4,501 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $294,000 | -3.3% | 4,501 | -23.7% | 0.03% | -20.5% |
| Q1 2020 | $304,000 | -30.0% | 5,899 | +2.7% | 0.04% | -11.4% |
| Q4 2019 | $434,000 | +8.5% | 5,742 | 0.0% | 0.04% | +2.3% |
| Q3 2019 | $400,000 | -2.4% | 5,742 | 0.0% | 0.04% | -4.4% |
| Q2 2019 | $410,000 | +5.4% | 5,742 | +3.3% | 0.04% | +4.7% |
| Q1 2019 | $389,000 | +20.4% | 5,557 | +4.3% | 0.04% | +7.5% |
| Q4 2018 | $323,000 | -29.2% | 5,330 | -10.9% | 0.04% | -16.7% |
| Q3 2018 | $456,000 | +7.0% | 5,985 | +3.3% | 0.05% | 0.0% |
| Q2 2018 | $426,000 | +9.5% | 5,795 | +3.1% | 0.05% | +6.7% |
| Q1 2018 | $389,000 | +4.6% | 5,620 | +5.3% | 0.04% | +9.8% |
| Q4 2017 | $372,000 | +6.0% | 5,335 | +2.4% | 0.04% | 0.0% |
| Q3 2017 | $351,000 | +7.3% | 5,210 | +1.8% | 0.04% | +2.5% |
| Q2 2017 | $327,000 | -29.2% | 5,116 | -30.3% | 0.04% | -31.0% |
| Q1 2017 | $462,000 | +167.1% | 7,336 | +144.0% | 0.06% | +141.7% |
| Q1 2015 | $173,000 | – | 3,006 | – | 0.02% | – |
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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% |