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 2016 | $204,000 | -61.5% | 3,538 | -64.0% | 0.11% | -58.8% |
| Q2 2016 | $530,000 | -7.2% | 9,816 | -10.5% | 0.26% | -19.9% |
| Q1 2016 | $571,000 | +1.4% | 10,966 | +1.5% | 0.33% | +16.8% |
| Q4 2015 | $563,000 | +121.7% | 10,802 | +115.8% | 0.28% | +105.9% |
| Q3 2015 | $254,000 | -5.9% | 5,006 | +6.7% | 0.14% | +13.3% |
| Q2 2015 | $270,000 | +5.9% | 4,691 | +5.9% | 0.12% | +10.1% |
| Q1 2015 | $255,000 | -0.8% | 4,431 | -4.9% | 0.11% | -0.9% |
| Q4 2014 | $257,000 | +3.2% | 4,661 | -3.8% | 0.11% | -1.8% |
| Q3 2014 | $249,000 | -12.3% | 4,843 | -6.4% | 0.11% | -7.4% |
| Q2 2014 | $284,000 | +11.4% | 5,173 | +8.7% | 0.12% | +6.1% |
| Q1 2014 | $255,000 | -14.4% | 4,761 | -16.2% | 0.11% | -14.3% |
| Q4 2013 | $298,000 | -14.6% | 5,680 | -21.4% | 0.13% | -18.9% |
| Q3 2013 | $349,000 | +36.9% | 7,228 | +24.8% | 0.16% | +22.4% |
| Q2 2013 | $255,000 | – | 5,792 | – | 0.13% | – |
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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% |