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 | $5,684,942 | -1.8% | 137,251 | +3.8% | 4.57% | -3.2% |
| Q2 2023 | $5,790,519 | +7.8% | 132,204 | +3.2% | 4.72% | +2.5% |
| Q1 2023 | $5,371,888 | -25.2% | 128,116 | -27.7% | 4.60% | -25.8% |
| Q4 2022 | $7,178,458 | +19.6% | 177,202 | +11.6% | 6.20% | +16.1% |
| Q3 2022 | $6,004,000 | +0.5% | 158,839 | +3.6% | 5.34% | +15.9% |
| Q2 2022 | $5,976,000 | -16.8% | 153,276 | +1.0% | 4.61% | +0.5% |
| Q1 2022 | $7,187,000 | -99.9% | 151,750 | +145.5% | 4.58% | +19.3% |
| Q4 2021 | $6,328,730,000 | +123774.1% | 61,804 | +21.1% | 3.84% | +14.2% |
| Q3 2021 | $5,109,000 | +55.4% | 51,038 | +61.7% | 3.36% | +41.0% |
| Q2 2021 | $3,288,000 | – | 31,561 | – | 2.38% | – |
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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% |