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 | $2,764,536 | -6.1% | 66,744 | -0.7% | 2.15% | -1.0% |
| Q2 2023 | $2,945,287 | +4.4% | 67,244 | -0.1% | 2.18% | +0.6% |
| Q1 2023 | $2,821,637 | +3.2% | 67,294 | -0.3% | 2.16% | +1.5% |
| Q4 2022 | $2,733,574 | +7.3% | 67,479 | +0.1% | 2.13% | -3.5% |
| Q3 2022 | $2,547,000 | -2.9% | 67,379 | +0.1% | 2.21% | +0.1% |
| Q2 2022 | $2,624,000 | -17.6% | 67,288 | +0.0% | 2.21% | -7.7% |
| Q1 2022 | $3,186,000 | +60.3% | 67,278 | +246.7% | 2.39% | +58.8% |
| Q4 2021 | $1,987,000 | +1.8% | 19,405 | -0.5% | 1.50% | -9.7% |
| Q3 2021 | $1,952,000 | -3.9% | 19,505 | 0.0% | 1.66% | -4.1% |
| Q2 2021 | $2,032,000 | +1.3% | 19,505 | -3.1% | 1.74% | -2.9% |
| Q1 2021 | $2,006,000 | +9.3% | 20,130 | -2.4% | 1.79% | +1.3% |
| Q4 2020 | $1,836,000 | +30.1% | 20,630 | -0.1% | 1.77% | +16.3% |
| Q3 2020 | $1,411,000 | +4.1% | 20,655 | -0.5% | 1.52% | -0.5% |
| Q2 2020 | $1,356,000 | +23.0% | 20,755 | -3.0% | 1.53% | +6.1% |
| Q1 2020 | $1,102,000 | -31.7% | 21,390 | +0.2% | 1.44% | -11.5% |
| Q4 2019 | $1,614,000 | – | 21,340 | – | 1.63% | – |
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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% |