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 | $812,826 | -7.6% | 19,624 | -2.3% | 0.08% | -8.5% |
| Q2 2023 | $879,460 | +4.8% | 20,079 | +0.3% | 0.08% | -2.4% |
| Q1 2023 | $839,397 | -74.3% | 20,019 | -75.1% | 0.08% | -75.9% |
| Q4 2022 | $3,263,364 | +5.5% | 80,557 | -1.5% | 0.35% | +1.2% |
| Q3 2022 | $3,092,000 | -13.8% | 81,789 | -11.1% | 0.34% | -9.0% |
| Q2 2022 | $3,588,000 | -30.2% | 92,016 | -15.3% | 0.38% | -16.7% |
| Q1 2022 | $5,142,000 | -5.1% | 108,577 | +105.2% | 0.45% | +5.8% |
| Q4 2021 | $5,418,000 | +8.3% | 52,912 | +5.9% | 0.43% | -0.5% |
| Q3 2021 | $5,002,000 | +2.2% | 49,967 | +6.3% | 0.43% | +3.4% |
| Q2 2021 | $4,896,000 | +9.1% | 46,992 | +7.0% | 0.42% | +7.5% |
| Q1 2021 | $4,486,000 | +28.5% | 43,905 | +11.9% | 0.39% | +16.9% |
| Q4 2020 | $3,491,000 | +38.5% | 39,226 | +6.3% | 0.33% | +21.2% |
| Q3 2020 | $2,521,000 | – | 36,897 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |