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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,687,176 | -86.1% | 38,520 | -86.7% | 0.00% | -80.0% |
| Q1 2023 | $12,168,589 | +3643.1% | 290,212 | +3516.3% | 0.01% | – |
| Q4 2022 | $325,093 | -48.2% | 8,025 | -51.7% | 0.00% | – |
| Q3 2022 | $628,000 | +125.9% | 16,602 | +183.2% | 0.00% | – |
| Q1 2022 | $278,000 | -87.2% | 5,863 | -72.0% | 0.00% | -100.0% |
| Q2 2021 | $2,180,000 | -33.1% | 20,921 | -36.1% | 0.00% | -50.0% |
| Q1 2021 | $3,261,000 | -40.9% | 32,719 | -61.2% | 0.00% | -50.0% |
| Q2 2020 | $5,517,000 | -6.4% | 84,432 | +8.4% | 0.00% | -50.0% |
| Q4 2019 | $5,892,000 | -32.5% | 77,891 | -37.8% | 0.01% | -42.9% |
| Q3 2019 | $8,727,000 | +289.6% | 125,148 | +299.4% | 0.01% | +250.0% |
| Q2 2019 | $2,240,000 | -77.7% | 31,334 | -78.2% | 0.00% | -75.0% |
| Q1 2019 | $10,042,000 | +220.6% | 143,597 | +178.2% | 0.02% | +128.6% |
| Q4 2018 | $3,132,000 | -82.1% | 51,610 | -77.5% | 0.01% | -79.4% |
| Q3 2018 | $17,456,000 | +314.8% | 229,167 | +300.7% | 0.03% | +240.0% |
| Q2 2018 | $4,208,000 | -35.5% | 57,193 | -39.4% | 0.01% | -41.2% |
| Q1 2018 | $6,521,000 | -76.0% | 94,333 | -75.8% | 0.02% | -78.2% |
| Q4 2017 | $27,160,000 | +1003.6% | 389,452 | +966.3% | 0.08% | +875.0% |
| Q3 2017 | $2,461,000 | -74.1% | 36,523 | -75.4% | 0.01% | -75.8% |
| Q2 2017 | $9,496,000 | -51.8% | 148,577 | -52.5% | 0.03% | -62.5% |
| Q1 2017 | $19,708,000 | +13.0% | 312,924 | +10.3% | 0.09% | +15.8% |
| Q4 2016 | $17,438,000 | +39.6% | 283,644 | +30.7% | 0.08% | +26.7% |
| Q3 2016 | $12,488,000 | +139.9% | 217,000 | +125.2% | 0.06% | +130.8% |
| Q2 2016 | $5,205,000 | -3.1% | 96,339 | -6.6% | 0.03% | -13.3% |
| Q1 2016 | $5,369,000 | -35.4% | 103,176 | -35.4% | 0.03% | -42.3% |
| Q4 2015 | $8,314,000 | +22.4% | 159,632 | +19.4% | 0.05% | +20.9% |
| Q3 2015 | $6,791,000 | +89.6% | 133,702 | +114.6% | 0.04% | +87.0% |
| Q2 2015 | $3,581,000 | -46.4% | 62,307 | -52.1% | 0.02% | -66.2% |
| Q3 2014 | $6,681,000 | +916.9% | 129,990 | +984.5% | 0.07% | +750.0% |
| Q2 2014 | $657,000 | +5.3% | 11,986 | +3.0% | 0.01% | +14.3% |
| Q1 2014 | $624,000 | – | 11,639 | – | 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% |