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 | $1,743,779 | -6.5% | 42,100 | -1.1% | 0.37% | -1.6% |
| Q2 2023 | $1,864,089 | -1.4% | 42,559 | -8.8% | 0.38% | -2.8% |
| Q1 2023 | $1,889,639 | +0.0% | 46,646 | 0.0% | 0.39% | 0.0% |
| Q4 2022 | $1,889,638 | -12.4% | 46,646 | -18.3% | 0.39% | -24.2% |
| Q3 2022 | $2,157,000 | -2.7% | 57,060 | +0.3% | 0.51% | +1.6% |
| Q2 2022 | $2,217,000 | +2.1% | 56,862 | +24.0% | 0.50% | +5.9% |
| Q1 2022 | $2,172,000 | -25.4% | 45,852 | +61.2% | 0.48% | -25.2% |
| Q4 2021 | $2,912,000 | +2.4% | 28,440 | +0.1% | 0.64% | -0.2% |
| Q3 2021 | $2,845,000 | -3.3% | 28,424 | +0.6% | 0.64% | -5.8% |
| Q2 2021 | $2,942,000 | +3.9% | 28,242 | -0.6% | 0.68% | -11.6% |
| Q1 2021 | $2,832,000 | +2.2% | 28,416 | -8.7% | 0.77% | -8.9% |
| Q4 2020 | $2,771,000 | +30.7% | 31,131 | +0.3% | 0.84% | +18.4% |
| Q3 2020 | $2,120,000 | +11.0% | 31,024 | +6.1% | 0.71% | +6.0% |
| Q2 2020 | $1,910,000 | +18.9% | 29,236 | -6.2% | 0.67% | +8.9% |
| Q1 2020 | $1,607,000 | -26.4% | 31,184 | +8.1% | 0.62% | -6.5% |
| Q4 2019 | $2,182,000 | +9.5% | 28,844 | +0.9% | 0.66% | +5.3% |
| Q3 2019 | $1,993,000 | -2.1% | 28,588 | +0.4% | 0.63% | -3.1% |
| Q2 2019 | $2,036,000 | +0.7% | 28,480 | -1.5% | 0.65% | +0.5% |
| Q1 2019 | $2,022,000 | +18.7% | 28,910 | +3.0% | 0.64% | +5.9% |
| Q4 2018 | $1,703,000 | – | 28,060 | – | 0.61% | – |
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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% |