SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,502 | -5.3% | 6,724 | +0.1% | 0.06% | +1.6% |
| Q2 2023 | $294,068 | -2.4% | 6,714 | -6.6% | 0.06% | -1.6% |
| Q1 2023 | $301,414 | +103478.7% | 7,188 | +0.2% | 0.06% | 0.0% |
| Q4 2022 | $291 | -99.9% | 7,177 | +22.7% | 0.06% | +14.8% |
| Q3 2022 | $221,000 | -3.1% | 5,851 | +0.1% | 0.05% | -1.8% |
| Q2 2022 | $228,000 | -17.4% | 5,844 | +0.1% | 0.06% | -21.4% |
| Q1 2022 | $276,000 | -8.9% | 5,836 | +97.4% | 0.07% | -7.9% |
| Q4 2021 | $303,000 | +2.4% | 2,957 | +0.2% | 0.08% | -8.4% |
| Q3 2021 | $296,000 | -6.9% | 2,952 | -3.2% | 0.08% | -4.6% |
| Q2 2021 | $318,000 | -4.2% | 3,050 | -49.3% | 0.09% | -67.5% |
| Q4 2014 | $332,000 | – | 6,021 | – | 0.27% | – |
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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% |