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 | $138,260 | -5.4% | 3,338 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $146,204 | +4.5% | 3,338 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $139,962 | +3.5% | 3,338 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $135,222 | +7.3% | 3,338 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $126,000 | -3.1% | 3,338 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $130,000 | -17.7% | 3,338 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $158,000 | -9.7% | 3,338 | +95.5% | 0.01% | 0.0% |
| Q4 2021 | $175,000 | +4.8% | 1,707 | +2.3% | 0.01% | -14.3% |
| Q3 2021 | $167,000 | -4.0% | 1,669 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $174,000 | +4.8% | 1,669 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $166,000 | +11.4% | 1,669 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $149,000 | – | 1,669 | – | 0.02% | – |
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% |