SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $18,896 | -12.3% | 400 | -23.1% | 0.01% | -18.2% |
| Q3 2023 | $21,538 | -5.4% | 520 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $22,776 | +4.5% | 520 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21,804 | +3.5% | 520 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $21,065 | +5.3% | 520 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $20,000 | 0.0% | 520 | 0.0% | 0.01% | +9.1% |
| Q2 2022 | $20,000 | -28.6% | 520 | -10.8% | 0.01% | -15.4% |
| Q1 2022 | $28,000 | – | 583 | – | 0.01% | – |
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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% |