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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $318,795 | -3.4% | 6,719 | +0.3% | 0.09% | -6.5% |
Q1 2024 | $329,982 | +5.2% | 6,702 | +1.0% | 0.09% | -3.1% |
Q4 2023 | $313,553 | +27.7% | 6,637 | +11.9% | 0.10% | +17.1% |
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. | 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% |