SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,450,235 | -4.6% | 348,871 | +0.9% | 3.81% | -8.6% |
| Q2 2023 | $15,140,088 | +5.2% | 345,664 | -0.5% | 4.16% | +2.1% |
| Q1 2023 | $14,388,153 | -3.7% | 347,372 | +0.4% | 4.08% | -3.0% |
| Q4 2022 | $14,946,761 | +15.0% | 346,150 | +2.5% | 4.21% | -0.6% |
| Q3 2022 | $12,999,000 | -12.1% | 337,733 | -1.6% | 4.23% | -3.7% |
| Q2 2022 | $14,784,000 | -13.7% | 343,336 | -5.1% | 4.40% | -7.1% |
| Q1 2022 | $17,130,000 | -5.3% | 361,699 | +104.8% | 4.73% | -12.6% |
| Q4 2021 | $18,081,000 | +6.7% | 176,569 | +4.3% | 5.41% | -9.7% |
| Q3 2021 | $16,941,000 | -2.0% | 169,237 | +2.0% | 5.99% | -4.6% |
| Q2 2021 | $17,285,000 | +10.9% | 165,913 | +6.1% | 6.28% | +1.0% |
| Q1 2021 | $15,583,000 | +26.0% | 156,349 | +12.5% | 6.22% | +3.8% |
| Q4 2020 | $12,366,000 | +36.9% | 138,940 | +5.1% | 5.99% | +23.3% |
| Q3 2020 | $9,031,000 | +3.9% | 132,191 | -0.6% | 4.86% | -0.6% |
| Q2 2020 | $8,692,000 | +2971.4% | 133,021 | +2325.6% | 4.88% | +2951.9% |
| Q1 2020 | $283,000 | -54.7% | 5,484 | -33.6% | 0.16% | -43.1% |
| Q4 2019 | $625,000 | -3.7% | 8,260 | -11.2% | 0.28% | -4.7% |
| Q3 2019 | $649,000 | +13.3% | 9,307 | +16.2% | 0.30% | +10.1% |
| Q2 2019 | $573,000 | -0.5% | 8,010 | -2.8% | 0.27% | -1.5% |
| Q1 2019 | $576,000 | +20.5% | 8,237 | +4.5% | 0.27% | +11.9% |
| Q4 2018 | $478,000 | +37.0% | 7,884 | +71.9% | 0.24% | +32.8% |
| Q3 2018 | $349,000 | +5.4% | 4,587 | +1.8% | 0.18% | +4.6% |
| Q2 2018 | $331,000 | +4.1% | 4,506 | -2.0% | 0.18% | -2.8% |
| Q1 2018 | $318,000 | -4.5% | 4,599 | -3.6% | 0.18% | -0.6% |
| Q4 2017 | $333,000 | +3.4% | 4,770 | -0.2% | 0.18% | +1.1% |
| Q3 2017 | $322,000 | +9.5% | 4,780 | +4.0% | 0.18% | +4.7% |
| Q2 2017 | $294,000 | – | 4,594 | – | 0.17% | – |
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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% |