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 | $969,595 | +221.6% | 23,409 | +240.0% | 0.05% | +225.0% |
| Q2 2023 | $301,525 | +4.5% | 6,884 | +0.0% | 0.02% | 0.0% |
| Q1 2023 | $288,593 | +3.6% | 6,883 | +0.1% | 0.02% | 0.0% |
| Q4 2022 | $278,609 | +6.3% | 6,878 | -0.9% | 0.02% | -5.9% |
| Q3 2022 | $262,000 | -3.0% | 6,940 | +0.0% | 0.02% | 0.0% |
| Q2 2022 | $270,000 | -17.7% | 6,937 | +0.1% | 0.02% | -19.0% |
| Q1 2022 | $328,000 | -7.6% | 6,933 | +100.2% | 0.02% | -8.7% |
| Q4 2021 | $355,000 | -0.6% | 3,463 | -3.0% | 0.02% | -8.0% |
| Q3 2021 | $357,000 | +22.7% | 3,571 | -7.2% | 0.02% | -71.9% |
| Q4 2019 | $291,000 | +9.0% | 3,850 | +0.4% | 0.09% | -12.7% |
| Q3 2019 | $267,000 | – | 3,835 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |