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 | $2,145,760 | -30.2% | 51,804 | +50.0% | 0.04% | -48.6% |
| Q4 2020 | $3,073,000 | +46.5% | 34,533 | +12.5% | 0.07% | +15.6% |
| Q3 2020 | $2,098,000 | +16.8% | 30,701 | +11.7% | 0.06% | +3.2% |
| Q2 2020 | $1,796,000 | +206.5% | 27,481 | +254.7% | 0.06% | +287.5% |
| Q4 2019 | $586,000 | +13.8% | 7,747 | +4.9% | 0.02% | -11.1% |
| Q3 2019 | $515,000 | 0.0% | 7,385 | -1.9% | 0.02% | -5.3% |
| Q2 2019 | $515,000 | -54.5% | 7,528 | -53.5% | 0.02% | -60.4% |
| Q1 2019 | $1,132,000 | -76.2% | 16,193 | -79.4% | 0.05% | -77.3% |
| Q4 2018 | $4,764,000 | -37.4% | 78,503 | -21.5% | 0.21% | -29.9% |
| Q3 2018 | $7,615,000 | +678.6% | 99,976 | +651.7% | 0.30% | +600.0% |
| Q2 2018 | $978,000 | -62.7% | 13,300 | -65.0% | 0.04% | -66.1% |
| Q1 2018 | $2,623,000 | +20.3% | 37,947 | +21.3% | 0.13% | +17.6% |
| Q4 2017 | $2,181,000 | +15.5% | 31,278 | +11.5% | 0.11% | +4.9% |
| Q3 2017 | $1,889,000 | +51.6% | 28,045 | +43.8% | 0.10% | +35.5% |
| Q2 2017 | $1,246,000 | +27.9% | 19,499 | +26.1% | 0.08% | +20.6% |
| Q1 2017 | $974,000 | +161.8% | 15,468 | +139.4% | 0.06% | +85.3% |
| Q3 2016 | $372,000 | -71.1% | 6,461 | -75.8% | 0.03% | -75.9% |
| Q4 2015 | $1,287,000 | -13.4% | 26,681 | -8.8% | 0.14% | -31.2% |
| Q3 2015 | $1,486,000 | -10.0% | 29,251 | +1.7% | 0.20% | +5.7% |
| Q2 2015 | $1,652,000 | +8.5% | 28,749 | +8.7% | 0.19% | +12.8% |
| Q1 2015 | $1,523,000 | +12.9% | 26,458 | +8.1% | 0.17% | +20.3% |
| Q4 2014 | $1,349,000 | +1.0% | 24,479 | -5.8% | 0.14% | +4.4% |
| Q3 2014 | $1,336,000 | -4.9% | 25,999 | +1.4% | 0.14% | -2.1% |
| Q2 2014 | $1,405,000 | -21.6% | 25,631 | -23.3% | 0.14% | -23.5% |
| Q1 2014 | $1,792,000 | -35.9% | 33,425 | -37.2% | 0.18% | -34.2% |
| Q4 2013 | $2,796,000 | +17.2% | 53,258 | +7.7% | 0.28% | +12.1% |
| Q3 2013 | $2,385,000 | +4.3% | 49,454 | -4.9% | 0.25% | -10.8% |
| Q2 2013 | $2,287,000 | – | 51,990 | – | 0.28% | – |
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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% |