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 | $497,368 | -16.4% | 12,008 | -11.6% | 0.04% | -10.3% |
| Q2 2023 | $594,701 | +17.0% | 13,578 | +12.0% | 0.04% | +39.3% |
| Q1 2023 | $508,210 | +3.5% | 12,120 | -0.0% | 0.03% | -12.5% |
| Q4 2022 | $491,083 | +4.7% | 12,123 | -2.3% | 0.03% | -5.9% |
| Q3 2022 | $469,000 | -54.0% | 12,412 | -52.6% | 0.03% | -52.8% |
| Q2 2022 | $1,020,000 | -49.5% | 26,159 | -38.6% | 0.07% | -41.9% |
| Q1 2022 | $2,018,000 | +2.4% | 42,605 | +121.4% | 0.12% | +0.8% |
| Q4 2021 | $1,971,000 | -49.8% | 19,246 | -51.2% | 0.12% | -63.3% |
| Q1 2021 | $3,930,000 | +17.7% | 39,433 | +5.1% | 0.34% | +6.0% |
| Q4 2020 | $3,338,000 | – | 37,506 | – | 0.32% | – |
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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% |