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 | $855 | -3.3% | 20,642 | +2.3% | 0.15% | -0.7% |
Q2 2023 | $884 | +2.6% | 20,176 | -1.9% | 0.15% | -3.2% |
Q1 2023 | $862 | +3.0% | 20,561 | -0.5% | 0.16% | -2.5% |
Q4 2022 | $837 | -99.9% | 20,663 | +0.2% | 0.16% | -4.1% |
Q3 2022 | $779,000 | -5.2% | 20,617 | -2.2% | 0.17% | +1.2% |
Q2 2022 | $822,000 | -21.3% | 21,081 | -4.4% | 0.17% | -18.1% |
Q1 2022 | $1,045,000 | -1.4% | 22,056 | +113.1% | 0.20% | -6.8% |
Q4 2021 | $1,060,000 | +1.8% | 10,352 | -0.4% | 0.22% | -7.2% |
Q3 2021 | $1,041,000 | -3.9% | 10,395 | 0.0% | 0.24% | -4.1% |
Q2 2021 | $1,083,000 | +4.5% | 10,395 | -0.0% | 0.25% | -1.2% |
Q1 2021 | $1,036,000 | +14.1% | 10,398 | +1.9% | 0.25% | +7.8% |
Q4 2020 | $908,000 | +34.9% | 10,200 | +3.5% | 0.23% | +17.3% |
Q3 2020 | $673,000 | +8.2% | 9,852 | +3.5% | 0.20% | +3.7% |
Q2 2020 | $622,000 | +27.7% | 9,519 | +0.8% | 0.19% | +10.5% |
Q1 2020 | $487,000 | – | 9,443 | – | 0.17% | – |
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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% |