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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,169,000 | +29.9% | 15,452 | +19.9% | 0.01% | +14.3% |
| Q3 2019 | $900,000 | +1.1% | 12,892 | +3.6% | 0.01% | 0.0% |
| Q2 2019 | $890,000 | +5.0% | 12,447 | +2.6% | 0.01% | 0.0% |
| Q1 2019 | $848,000 | +22.2% | 12,127 | +6.0% | 0.01% | 0.0% |
| Q4 2018 | $694,000 | -77.6% | 11,443 | -71.8% | 0.01% | -77.4% |
| Q3 2018 | $3,093,000 | +280.0% | 40,611 | +266.9% | 0.03% | +181.8% |
| Q2 2018 | $814,000 | +16.6% | 11,068 | +9.6% | 0.01% | +10.0% |
| Q1 2018 | $698,000 | +3.1% | 10,101 | +4.1% | 0.01% | +11.1% |
| Q4 2017 | $677,000 | +21.3% | 9,701 | +16.8% | 0.01% | 0.0% |
| Q3 2017 | $558,000 | +11.8% | 8,309 | +6.3% | 0.01% | 0.0% |
| Q2 2017 | $499,000 | -82.5% | 7,813 | -82.7% | 0.01% | -84.2% |
| Q1 2017 | $2,845,000 | -58.2% | 45,167 | -59.2% | 0.06% | -63.0% |
| Q4 2016 | $6,801,000 | +1743.1% | 110,624 | +1620.7% | 0.15% | +1611.1% |
| Q3 2016 | $369,000 | -7.5% | 6,429 | -13.5% | 0.01% | -10.0% |
| Q2 2016 | $399,000 | – | 7,435 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |