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 2022 | $465,000 | +7.9% | 12,313 | +11.5% | 0.06% | +11.8% |
Q2 2022 | $431,000 | -19.1% | 11,048 | -1.8% | 0.05% | -10.5% |
Q1 2022 | $533,000 | -22.3% | 11,256 | +67.9% | 0.06% | -23.0% |
Q4 2021 | $686,000 | +21.0% | 6,703 | +18.4% | 0.07% | +13.8% |
Q3 2021 | $567,000 | -39.4% | 5,660 | -37.0% | 0.06% | -36.9% |
Q2 2021 | $936,000 | +365.7% | 8,981 | +345.7% | 0.10% | +329.2% |
Q1 2021 | $201,000 | -13.7% | 2,015 | -41.8% | 0.02% | -66.2% |
Q3 2017 | $233,000 | +5.9% | 3,465 | +0.7% | 0.07% | -1.4% |
Q2 2017 | $220,000 | -39.6% | 3,441 | -40.5% | 0.07% | -39.5% |
Q1 2017 | $364,000 | -96.8% | 5,786 | -96.9% | 0.12% | -96.8% |
Q4 2016 | $11,385,000 | -4.7% | 185,177 | -19.3% | 3.69% | -16.0% |
Q4 2015 | $11,949,000 | – | 229,416 | – | 4.40% | – |
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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% |