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 | $38,438 | -5.4% | 928 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $40,646 | +4.5% | 928 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38,911 | +3.5% | 928 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $37,593 | +4.4% | 928 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $36,000 | 0.0% | 928 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $36,000 | -18.2% | 928 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $44,000 | -8.3% | 928 | +100.0% | 0.01% | -9.1% |
| Q4 2021 | $48,000 | +4.3% | 464 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $46,000 | -4.2% | 464 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $48,000 | +4.3% | 464 | +1.1% | 0.01% | -7.1% |
| Q1 2021 | $46,000 | +12.2% | 459 | -1.1% | 0.01% | 0.0% |
| Q4 2020 | $41,000 | +28.1% | 464 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $32,000 | +6.7% | 464 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $30,000 | +25.0% | 464 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $24,000 | -31.4% | 464 | 0.0% | 0.01% | -26.7% |
| Q4 2019 | $35,000 | – | 464 | – | 0.02% | – |
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% |