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 | $456,656 | -5.4% | 11,025 | 0.0% | 0.12% | -3.4% |
| Q2 2023 | $482,895 | +4.5% | 11,025 | 0.0% | 0.12% | +0.8% |
| Q1 2023 | $462,278 | +3.4% | 11,025 | -0.1% | 0.12% | +1.7% |
| Q4 2022 | $447,230 | +7.2% | 11,040 | 0.0% | 0.12% | -2.5% |
| Q3 2022 | $417,000 | -3.0% | 11,040 | 0.0% | 0.12% | +2.6% |
| Q2 2022 | $430,000 | -17.8% | 11,040 | 0.0% | 0.12% | -7.9% |
| Q1 2022 | $523,000 | -11.5% | 11,040 | +91.3% | 0.13% | -6.7% |
| Q4 2021 | $591,000 | +6.9% | 5,770 | +4.5% | 0.14% | -14.6% |
| Q3 2021 | $553,000 | -3.8% | 5,520 | 0.0% | 0.16% | -2.5% |
| Q2 2021 | $575,000 | +4.0% | 5,520 | -0.5% | 0.16% | -1.2% |
| Q1 2021 | $553,000 | +11.7% | 5,550 | -0.3% | 0.16% | -1.2% |
| Q4 2020 | $495,000 | +29.2% | 5,565 | -0.6% | 0.17% | +12.9% |
| Q3 2020 | $383,000 | -7.0% | 5,600 | -11.2% | 0.15% | -10.9% |
| Q2 2020 | $412,000 | +25.2% | 6,306 | -1.2% | 0.16% | +6.5% |
| Q1 2020 | $329,000 | +112.3% | 6,381 | +184.6% | 0.16% | +115.3% |
| Q1 2018 | $155,000 | 0.0% | 2,242 | +0.7% | 0.07% | +1.4% |
| Q4 2017 | $155,000 | +0.6% | 2,227 | -2.5% | 0.07% | -10.1% |
| Q3 2017 | $154,000 | +2.7% | 2,285 | -2.7% | 0.08% | -2.5% |
| Q2 2017 | $150,000 | +1.4% | 2,348 | +0.2% | 0.08% | -2.4% |
| Q1 2017 | $148,000 | +1.4% | 2,343 | -1.1% | 0.08% | -3.5% |
| Q4 2016 | $146,000 | +0.7% | 2,369 | -6.3% | 0.09% | -4.4% |
| Q3 2016 | $145,000 | +8.2% | 2,528 | +1.9% | 0.09% | +3.4% |
| Q2 2016 | $134,000 | +5.5% | 2,480 | +1.4% | 0.09% | 0.0% |
| Q1 2016 | $127,000 | 0.0% | 2,445 | +0.5% | 0.09% | -23.0% |
| Q4 2015 | $127,000 | – | 2,433 | – | 0.11% | – |
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% |