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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $291,000 | +35.3% | 3,273 | +4.1% | 0.00% | +100.0% |
| Q3 2020 | $215,000 | -21.8% | 3,145 | -13.6% | 0.00% | 0.0% |
| Q4 2019 | $275,000 | +7.8% | 3,638 | -0.6% | 0.00% | 0.0% |
| Q3 2019 | $255,000 | -11.1% | 3,660 | -8.9% | 0.00% | -50.0% |
| Q2 2019 | $287,000 | +5.5% | 4,018 | +3.5% | 0.00% | 0.0% |
| Q1 2019 | $272,000 | -2.9% | 3,884 | -15.7% | 0.00% | 0.0% |
| Q4 2018 | $280,000 | -14.4% | 4,609 | +7.5% | 0.00% | 0.0% |
| Q3 2018 | $327,000 | +11.2% | 4,287 | +7.4% | 0.00% | 0.0% |
| Q2 2018 | $294,000 | +10.1% | 3,990 | +3.6% | 0.00% | 0.0% |
| Q1 2018 | $267,000 | +1.5% | 3,853 | +2.1% | 0.00% | +100.0% |
| Q4 2017 | $263,000 | +6.5% | 3,774 | +2.8% | 0.00% | -50.0% |
| Q3 2017 | $247,000 | +7.4% | 3,670 | +2.0% | 0.00% | 0.0% |
| Q2 2017 | $230,000 | – | 3,598 | – | 0.00% | – |
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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% |