SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,596 | -20.5% | 5,929 | -15.9% | 0.08% | -18.0% |
| Q2 2023 | $308,921 | -85.6% | 7,053 | -86.7% | 0.10% | -85.8% |
| Q1 2023 | $2,152,128 | -2.7% | 52,931 | -3.1% | 0.70% | -10.9% |
| Q4 2022 | $2,212,265 | +0.2% | 54,610 | -6.5% | 0.79% | -1.2% |
| Q3 2022 | $2,207,000 | -4.8% | 58,398 | -1.8% | 0.80% | +1.3% |
| Q2 2022 | $2,318,000 | -21.5% | 59,460 | -4.6% | 0.79% | -8.2% |
| Q1 2022 | $2,951,000 | +9.7% | 62,301 | +137.0% | 0.86% | +11.4% |
| Q4 2021 | $2,691,000 | +11.3% | 26,283 | +8.8% | 0.77% | -37.8% |
| Q3 2021 | $2,418,000 | +3.7% | 24,154 | +7.9% | 1.24% | +71.1% |
| Q2 2021 | $2,331,000 | +16.6% | 22,378 | +11.6% | 0.73% | +9.2% |
| Q1 2021 | $1,999,000 | – | 20,053 | – | 0.66% | – |
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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% |