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 | $706,445 | -5.7% | 17,056 | -0.3% | 0.05% | +79.3% |
| Q2 2023 | $748,928 | +10.5% | 17,099 | +5.8% | 0.03% | -52.5% |
| Q1 2023 | $677,973 | +4.8% | 16,169 | +1.3% | 0.06% | -12.9% |
| Q4 2022 | $646,845 | -84.2% | 15,968 | -85.2% | 0.07% | -63.7% |
| Q3 2022 | $4,090,000 | -4.1% | 108,204 | -1.1% | 0.19% | -3.0% |
| Q2 2022 | $4,264,000 | +1262.3% | 109,373 | +1555.2% | 0.20% | +1558.3% |
| Q1 2022 | $313,000 | -5.4% | 6,608 | +104.4% | 0.01% | +9.1% |
| Q4 2021 | $331,000 | +50.5% | 3,233 | +46.8% | 0.01% | -71.8% |
| Q3 2021 | $220,000 | -2.2% | 2,202 | +1.8% | 0.04% | -4.9% |
| Q2 2021 | $225,000 | +4.7% | 2,163 | +0.1% | 0.04% | -4.7% |
| Q1 2021 | $215,000 | -3.2% | 2,160 | -13.6% | 0.04% | -15.7% |
| Q4 2020 | $222,000 | – | 2,499 | – | 0.05% | – |
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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% |