SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,040 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $511,195 | -5.5% | 10,382 | -9.3% | 0.08% | -6.1% |
| Q4 2023 | $540,668 | -2.6% | 11,445 | -14.6% | 0.08% | -7.9% |
| Q3 2023 | $555,084 | -5.7% | 13,401 | -0.3% | 0.09% | -24.6% |
| Q2 2023 | $588,614 | +4.3% | 13,439 | -0.1% | 0.12% | -4.1% |
| Q1 2023 | $564,260 | +0.1% | 13,457 | -3.3% | 0.12% | -9.6% |
| Q4 2022 | $563,665 | +4.0% | 13,914 | -3.0% | 0.14% | -9.3% |
| Q3 2022 | $542,000 | -5.6% | 14,337 | -2.5% | 0.15% | +26.1% |
| Q2 2022 | $574,000 | -17.1% | 14,712 | +0.6% | 0.12% | -29.2% |
| Q1 2022 | $692,000 | -8.1% | 14,622 | +98.7% | 0.17% | +1.2% |
| Q4 2021 | $753,000 | -12.4% | 7,357 | -14.4% | 0.17% | -30.0% |
| Q3 2021 | $860,000 | -4.1% | 8,594 | -0.2% | 0.24% | -16.8% |
| Q2 2021 | $897,000 | +59.6% | 8,610 | +48.2% | 0.28% | 0.0% |
| Q1 2021 | $562,000 | – | 5,809 | – | 0.28% | – |
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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% |