SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,720,229 | -4.5% | 162,246 | +1.0% | 4.47% | -1.8% |
| Q2 2023 | $7,035,550 | +5.1% | 160,629 | +0.6% | 4.55% | -3.6% |
| Q1 2023 | $6,695,927 | +8.1% | 159,693 | +4.5% | 4.72% | -5.7% |
| Q4 2022 | $6,192,399 | +10.2% | 152,861 | +2.8% | 5.00% | -14.0% |
| Q3 2022 | $5,619,000 | -3.8% | 148,656 | -0.8% | 5.82% | +4.8% |
| Q2 2022 | $5,841,000 | -16.6% | 149,814 | +1.3% | 5.55% | -4.9% |
| Q1 2022 | $7,002,000 | -4.3% | 147,840 | +106.9% | 5.84% | -4.4% |
| Q4 2021 | $7,319,000 | – | 71,471 | – | 6.10% | – |
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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% |