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 | $265,908 | -5.4% | 6,420 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $281,176 | +41.3% | 6,420 | +35.3% | 0.02% | +36.4% |
| Q1 2023 | $198,971 | -8.9% | 4,745 | -12.0% | 0.01% | -15.4% |
| Q4 2022 | $218,513 | +21.4% | 5,394 | +13.9% | 0.01% | +18.2% |
| Q3 2022 | $180,000 | -2.2% | 4,735 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $184,000 | -7.1% | 4,734 | +13.9% | 0.01% | +10.0% |
| Q1 2022 | $198,000 | -0.5% | 4,158 | +113.7% | 0.01% | +11.1% |
| Q4 2021 | $199,000 | +8.7% | 1,946 | +6.7% | 0.01% | -10.0% |
| Q3 2021 | $183,000 | -1.6% | 1,824 | +2.0% | 0.01% | 0.0% |
| Q2 2021 | $186,000 | +10.7% | 1,789 | +5.9% | 0.01% | 0.0% |
| Q1 2021 | $168,000 | +8.4% | 1,690 | -2.9% | 0.01% | +11.1% |
| Q4 2020 | $155,000 | +30.3% | 1,740 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $119,000 | -6.3% | 1,740 | -10.4% | 0.01% | -11.1% |
| Q2 2020 | $127,000 | +27.0% | 1,942 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $100,000 | -74.5% | 1,942 | -62.5% | 0.01% | -69.0% |
| Q4 2019 | $392,000 | +15.0% | 5,183 | +5.9% | 0.03% | +7.4% |
| Q3 2019 | $341,000 | -2.6% | 4,894 | 0.0% | 0.03% | -3.6% |
| Q2 2019 | $350,000 | +6.7% | 4,894 | +4.4% | 0.03% | 0.0% |
| Q1 2019 | $328,000 | +290.5% | 4,687 | +241.4% | 0.03% | +250.0% |
| Q4 2018 | $84,000 | -19.2% | 1,373 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $104,000 | -1.0% | 1,373 | -4.1% | 0.01% | 0.0% |
| Q2 2018 | $105,000 | +1.9% | 1,432 | -4.3% | 0.01% | 0.0% |
| Q1 2018 | $103,000 | +25.6% | 1,497 | +27.8% | 0.01% | +28.6% |
| Q4 2017 | $82,000 | +3.8% | 1,171 | 0.0% | 0.01% | -12.5% |
| Q3 2017 | $79,000 | +5.3% | 1,171 | 0.0% | 0.01% | +14.3% |
| Q2 2017 | $75,000 | -3.8% | 1,171 | -5.9% | 0.01% | -12.5% |
| Q1 2017 | $78,000 | +1200.0% | 1,244 | +1169.4% | 0.01% | +700.0% |
| Q4 2016 | $6,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | +20.0% | 98 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | -61.5% | 98 | -59.5% | 0.00% | 0.0% |
| Q1 2016 | $13,000 | +85.7% | 242 | +75.4% | 0.00% | 0.0% |
| Q4 2015 | $7,000 | -69.6% | 138 | -69.2% | 0.00% | -66.7% |
| Q3 2015 | $23,000 | +2200.0% | 448 | +1692.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2014 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2014 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2013 | $1,000 | – | 25 | – | 0.00% | – |
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% |