SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,040 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,907,632 | -2.9% | 40,203 | +0.8% | 0.02% | -9.1% |
| Q1 2024 | $1,963,839 | +5.7% | 39,883 | +1.4% | 0.02% | -4.3% |
| Q4 2023 | $1,858,748 | +96.1% | 39,347 | +71.9% | 0.02% | +64.3% |
| Q3 2023 | $948,062 | +22.5% | 22,889 | +29.5% | 0.01% | +27.3% |
| Q2 2023 | $774,209 | +37.9% | 17,676 | +32.0% | 0.01% | +22.2% |
| Q1 2023 | $561,317 | +4.9% | 13,387 | +1.4% | 0.01% | 0.0% |
| Q4 2022 | $534,894 | +4.7% | 13,204 | -2.2% | 0.01% | -10.0% |
| Q3 2022 | $511,000 | +1.0% | 13,506 | +4.0% | 0.01% | 0.0% |
| Q2 2022 | $506,000 | +0.2% | 12,982 | +21.7% | 0.01% | +25.0% |
| Q1 2022 | $505,000 | -0.6% | 10,665 | +115.1% | 0.01% | 0.0% |
| Q4 2021 | $508,000 | +3.5% | 4,958 | +1.1% | 0.01% | 0.0% |
| Q3 2021 | $491,000 | +1.4% | 4,906 | +5.7% | 0.01% | 0.0% |
| Q2 2021 | $484,000 | +6.1% | 4,642 | +1.5% | 0.01% | -20.0% |
| Q1 2021 | $456,000 | +23.2% | 4,572 | +10.0% | 0.01% | +25.0% |
| Q4 2020 | $370,000 | +31.2% | 4,158 | +0.8% | 0.01% | +14.3% |
| Q3 2020 | $282,000 | -6.6% | 4,125 | -10.8% | 0.01% | -22.2% |
| Q2 2020 | $302,000 | +16.6% | 4,625 | -8.0% | 0.01% | 0.0% |
| Q1 2020 | $259,000 | -11.0% | 5,025 | +30.4% | 0.01% | 0.0% |
| Q4 2019 | $291,000 | – | 3,853 | – | 0.01% | – |
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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% |