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 | $591,975 | +11.5% | 14,292 | +17.9% | 0.23% | +14.1% |
| Q2 2023 | $530,944 | -41.8% | 12,122 | -44.3% | 0.20% | -45.0% |
| Q1 2023 | $912,355 | +16.2% | 21,759 | +12.3% | 0.37% | -3.9% |
| Q4 2022 | $784,881 | -0.9% | 19,375 | -7.5% | 0.39% | -1.5% |
| Q3 2022 | $792,000 | +9.5% | 20,942 | +12.9% | 0.39% | +19.0% |
| Q2 2022 | $723,000 | -26.7% | 18,544 | -10.9% | 0.33% | -17.0% |
| Q1 2022 | $986,000 | -34.2% | 20,817 | +42.3% | 0.40% | -34.0% |
| Q4 2021 | $1,498,000 | +4.9% | 14,628 | +2.5% | 0.60% | -4.7% |
| Q3 2021 | $1,428,000 | -2.4% | 14,268 | +1.6% | 0.64% | -3.6% |
| Q2 2021 | $1,463,000 | -11.3% | 14,039 | -15.2% | 0.66% | -19.7% |
| Q1 2021 | $1,650,000 | +5.8% | 16,554 | -5.6% | 0.82% | -1.9% |
| Q4 2020 | $1,560,000 | +31.0% | 17,529 | +0.6% | 0.84% | +13.0% |
| Q3 2020 | $1,191,000 | -0.4% | 17,428 | -4.7% | 0.74% | -8.1% |
| Q2 2020 | $1,196,000 | -5.2% | 18,297 | -25.3% | 0.81% | -5.4% |
| Q1 2020 | $1,262,000 | +7.2% | 24,489 | +57.4% | 0.85% | +22.4% |
| Q4 2019 | $1,177,000 | +101.2% | 15,557 | +85.6% | 0.70% | +77.6% |
| Q3 2019 | $585,000 | +54.4% | 8,383 | +58.0% | 0.39% | +60.0% |
| Q2 2019 | $379,000 | +43.6% | 5,306 | +40.8% | 0.24% | +48.5% |
| Q1 2019 | $264,000 | +2540.0% | 3,769 | +2241.0% | 0.16% | +2257.1% |
| Q4 2018 | $10,000 | +400.0% | 161 | +496.3% | 0.01% | +600.0% |
| Q3 2018 | $2,000 | – | 27 | – | 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% |