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 | $10,189 | -5.4% | 246 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,775 | -77.1% | 246 | -78.1% | 0.00% | -75.0% |
| Q1 2023 | $47,129 | +52.0% | 1,124 | +272.2% | 0.01% | +33.3% |
| Q4 2021 | $31,000 | +342.9% | 302 | +331.4% | 0.01% | +500.0% |
| Q3 2021 | $7,000 | +16.7% | 70 | +27.3% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | -79.2% | 55 | -88.4% | 0.00% | -88.9% |
| Q1 2020 | $24,000 | +118.2% | 473 | +224.0% | 0.01% | +125.0% |
| Q4 2019 | $11,000 | +10.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | -28.6% | 146 | -25.1% | 0.00% | -33.3% |
| Q2 2019 | $14,000 | +133.3% | 195 | +167.1% | 0.01% | +100.0% |
| Q3 2018 | $6,000 | +20.0% | 73 | 0.0% | 0.00% | +50.0% |
| Q2 2018 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | – | 73 | – | 0.00% | – |
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% |