SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,343 | -21.0% | 5,537 | -16.4% | 0.05% | -14.5% |
| Q2 2023 | $290,131 | -21.8% | 6,624 | -25.2% | 0.06% | -26.7% |
| Q1 2023 | $371,248 | +32.8% | 8,854 | +28.3% | 0.08% | +97.4% |
| Q4 2022 | $279,560 | -36.8% | 6,901 | -41.0% | 0.04% | -64.8% |
| Q3 2022 | $442,000 | -48.2% | 11,696 | -46.6% | 0.11% | -37.6% |
| Q2 2022 | $854,000 | -34.0% | 21,908 | -19.7% | 0.17% | -24.8% |
| Q1 2022 | $1,293,000 | -19.6% | 27,295 | +73.7% | 0.23% | -13.9% |
| Q4 2021 | $1,609,000 | +13.7% | 15,716 | +11.2% | 0.27% | +6.4% |
| Q3 2021 | $1,415,000 | +1.1% | 14,133 | +5.7% | 0.25% | -2.0% |
| Q2 2021 | $1,399,000 | +31.0% | 13,371 | +24.8% | 0.26% | +4.5% |
| Q1 2021 | $1,068,000 | +281.4% | 10,718 | +240.7% | 0.24% | +250.0% |
| Q4 2020 | $280,000 | +43.6% | 3,146 | +10.2% | 0.07% | +11.1% |
| Q3 2020 | $195,000 | -30.4% | 2,856 | -33.3% | 0.06% | -41.1% |
| Q2 2020 | $280,000 | +34.6% | 4,285 | +6.3% | 0.11% | +12.6% |
| Q1 2020 | $208,000 | +34.2% | 4,030 | +96.7% | 0.10% | +63.8% |
| Q4 2019 | $155,000 | +369.7% | 2,049 | +335.0% | 0.06% | +286.7% |
| Q3 2019 | $33,000 | -2.9% | 471 | +0.2% | 0.02% | 0.0% |
| Q2 2019 | $34,000 | +6.2% | 470 | +2.4% | 0.02% | -6.2% |
| Q1 2019 | $32,000 | +146.2% | 459 | +106.8% | 0.02% | +77.8% |
| Q4 2018 | $13,000 | 0.0% | 222 | +27.6% | 0.01% | +12.5% |
| Q3 2018 | $13,000 | +333.3% | 174 | +324.4% | 0.01% | +166.7% |
| Q2 2018 | $3,000 | -70.0% | 41 | -73.2% | 0.00% | -57.1% |
| Q1 2018 | $10,000 | -9.1% | 153 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $11,000 | +10.0% | 153 | +0.7% | 0.01% | -11.1% |
| Q3 2017 | $10,000 | 0.0% | 152 | 0.0% | 0.01% | -10.0% |
| Q2 2017 | $10,000 | +66.7% | 152 | +60.0% | 0.01% | +66.7% |
| Q1 2017 | $6,000 | +200.0% | 95 | +137.5% | 0.01% | +100.0% |
| Q4 2016 | $2,000 | – | 40 | – | 0.00% | – |
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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% |