SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,578 | +43.6% | 62,236 | +51.8% | 0.01% | +66.7% |
| Q2 2023 | $1,795 | +5.2% | 40,988 | +0.7% | 0.01% | -14.3% |
| Q1 2023 | $1,707 | +3.3% | 40,710 | -0.2% | 0.01% | +16.7% |
| Q4 2022 | $1,653 | -99.9% | 40,804 | -7.2% | 0.01% | -14.3% |
| Q3 2022 | $1,662,000 | +5.3% | 43,981 | +10.9% | 0.01% | 0.0% |
| Q2 2022 | $1,578,000 | +246.8% | 39,673 | +792.5% | 0.01% | +250.0% |
| Q4 2021 | $455,000 | +12.3% | 4,445 | +9.9% | 0.00% | 0.0% |
| Q3 2021 | $405,000 | -12.0% | 4,046 | -8.5% | 0.00% | 0.0% |
| Q2 2021 | $460,000 | +105.4% | 4,420 | +96.3% | 0.00% | +100.0% |
| Q1 2021 | $224,000 | – | 2,252 | – | 0.00% | – |
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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% |