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 | $767 | -33.9% | 17,513 | -36.7% | 0.07% | -27.7% |
| Q1 2023 | $1,160 | -100.0% | 27,667 | +0.8% | 0.09% | -3.1% |
| Q4 2022 | $1,112,250,469 | +99922.5% | 27,456 | -6.6% | 0.10% | -11.0% |
| Q3 2022 | $1,112,000 | +96.5% | 29,410 | +46.9% | 0.11% | +91.2% |
| Q2 2022 | $566,000 | -69.2% | 20,023 | -48.5% | 0.06% | -63.0% |
| Q1 2022 | $1,840,000 | -5.7% | 38,857 | +105.9% | 0.15% | -7.2% |
| Q4 2021 | $1,951,000 | -10.4% | 18,869 | -13.2% | 0.17% | -30.8% |
| Q3 2021 | $2,177,000 | +1.5% | 21,726 | -1.2% | 0.24% | -20.3% |
| Q2 2021 | $2,145,000 | +1.9% | 21,993 | +4.1% | 0.30% | +11.9% |
| Q1 2021 | $2,106,000 | +117.8% | 21,125 | +94.1% | 0.27% | +96.4% |
| Q4 2020 | $967,000 | +246.6% | 10,883 | +171.9% | 0.14% | +226.2% |
| Q3 2020 | $279,000 | +6.1% | 4,003 | -0.4% | 0.04% | -8.7% |
| Q2 2020 | $263,000 | +26.4% | 4,018 | -0.4% | 0.05% | +12.2% |
| Q1 2020 | $208,000 | -30.7% | 4,034 | +1.6% | 0.04% | -21.2% |
| Q4 2019 | $300,000 | +8.7% | 3,971 | +0.5% | 0.05% | -1.9% |
| Q3 2019 | $276,000 | -10.4% | 3,951 | -8.2% | 0.05% | -11.7% |
| Q2 2019 | $308,000 | +5.5% | 4,305 | +2.9% | 0.06% | -1.6% |
| Q1 2019 | $292,000 | +15.0% | 4,182 | 0.0% | 0.06% | -1.6% |
| Q4 2018 | $254,000 | -20.4% | 4,182 | 0.0% | 0.06% | -12.7% |
| Q3 2018 | $319,000 | +3.2% | 4,182 | -0.5% | 0.07% | -4.1% |
| Q2 2018 | $309,000 | – | 4,203 | – | 0.07% | – |
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% |