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 | $1,045,690 | -3.9% | 25,246 | +1.6% | 0.25% | -1.2% |
| Q2 2023 | $1,088,255 | +4.7% | 24,846 | +0.2% | 0.25% | -1.6% |
| Q1 2023 | $1,039,697 | +106864.7% | 24,796 | +3.3% | 0.25% | +5.0% |
| Q4 2022 | $972 | -99.9% | 24,006 | +0.4% | 0.24% | +0.4% |
| Q3 2022 | $904,000 | -51.5% | 23,906 | -50.0% | 0.24% | +9.5% |
| Q2 2022 | $1,862,000 | +63.2% | 47,772 | +98.3% | 0.22% | -9.8% |
| Q1 2022 | $1,141,000 | -6.7% | 24,086 | +101.7% | 0.24% | -3.2% |
| Q4 2021 | $1,223,000 | +8.1% | 11,943 | +5.7% | 0.25% | +0.4% |
| Q3 2021 | $1,131,000 | +6.5% | 11,298 | +10.8% | 0.25% | +5.5% |
| Q2 2021 | $1,062,000 | +6.5% | 10,198 | +1.9% | 0.24% | +0.8% |
| Q1 2021 | $997,000 | +22.8% | 10,008 | +9.7% | 0.24% | +14.0% |
| Q4 2020 | $812,000 | +245.5% | 9,123 | +165.6% | 0.21% | +200.0% |
| Q3 2020 | $235,000 | -30.5% | 3,435 | -28.9% | 0.07% | -37.3% |
| Q1 2019 | $338,000 | +18.6% | 4,829 | +3.0% | 0.11% | +5.8% |
| Q4 2018 | $285,000 | -20.2% | 4,689 | 0.0% | 0.10% | -10.3% |
| Q3 2018 | $357,000 | +5.9% | 4,689 | +2.5% | 0.12% | -1.7% |
| Q2 2018 | $337,000 | +10.9% | 4,574 | +4.1% | 0.12% | +7.3% |
| Q1 2018 | $304,000 | – | 4,394 | – | 0.11% | – |
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% |