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 | $262,023 | -5.4% | 6,326 | 0.0% | 0.04% | +13.9% |
| Q2 2023 | $277,079 | +4.5% | 6,326 | 0.0% | 0.04% | +2.9% |
| Q1 2023 | $265,249 | +3.5% | 6,326 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $256,266 | +7.2% | 6,326 | +0.1% | 0.04% | +2.9% |
| Q3 2022 | $239,000 | -2.8% | 6,321 | +0.1% | 0.03% | +3.0% |
| Q2 2022 | $246,000 | -17.7% | 6,314 | +0.1% | 0.03% | -5.7% |
| Q1 2022 | $299,000 | -7.4% | 6,310 | +100.0% | 0.04% | 0.0% |
| Q4 2021 | $323,000 | +1.3% | 3,155 | -1.0% | 0.04% | +9.4% |
| Q3 2021 | $319,000 | -2.7% | 3,186 | +1.1% | 0.03% | -13.5% |
| Q2 2021 | $328,000 | +4.5% | 3,150 | 0.0% | 0.04% | +5.7% |
| Q1 2021 | $314,000 | +12.1% | 3,150 | 0.0% | 0.04% | -14.6% |
| Q4 2020 | $280,000 | +30.2% | 3,150 | 0.0% | 0.04% | +46.4% |
| Q3 2020 | $215,000 | – | 3,150 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |