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 | $17,161 | -5.1% | 414 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $18,080 | +4.8% | 412 | +0.2% | 0.00% | -50.0% |
| Q1 2023 | $17,247 | +101352.9% | 411 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $17 | -99.9% | 409 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 407 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -15.8% | 406 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | -9.5% | 404 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | +5.0% | 202 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | -4.8% | 201 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +11.1% | 200 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +28.6% | 199 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 199 | +0.5% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +30.0% | 198 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $10,000 | -33.3% | 198 | +0.5% | 0.00% | -50.0% |
| Q4 2019 | $15,000 | +50.0% | 197 | +38.7% | 0.00% | +100.0% |
| Q4 2017 | $10,000 | 0.0% | 142 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $10,000 | +11.1% | 142 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | – | 142 | – | 0.00% | – |
Download | ||||||
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% |