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 | $3,577 | -6.9% | 86,364 | -1.5% | 0.48% | -3.6% |
| Q2 2023 | $3,841 | -0.3% | 87,704 | -4.6% | 0.50% | -4.7% |
| Q1 2023 | $3,853 | +1.2% | 91,907 | -2.2% | 0.53% | -6.0% |
| Q4 2022 | $3,806 | -99.9% | 93,957 | +5.2% | 0.56% | +1.6% |
| Q3 2022 | $3,377,000 | -8.9% | 89,334 | -6.1% | 0.55% | -4.3% |
| Q2 2022 | $3,708,000 | -17.9% | 95,089 | -0.3% | 0.58% | -10.0% |
| Q1 2022 | $4,518,000 | -4.3% | 95,404 | +106.9% | 0.64% | -2.4% |
| Q4 2021 | $4,723,000 | +1.9% | 46,119 | -0.4% | 0.66% | -4.9% |
| Q3 2021 | $4,636,000 | -4.9% | 46,319 | -1.1% | 0.69% | -5.2% |
| Q2 2021 | $4,877,000 | +1.1% | 46,814 | -3.3% | 0.73% | -5.4% |
| Q1 2021 | $4,825,000 | +4.3% | 48,411 | -6.9% | 0.77% | -5.3% |
| Q4 2020 | $4,626,000 | +25.2% | 51,976 | -3.9% | 0.82% | +5.0% |
| Q3 2020 | $3,696,000 | +2.7% | 54,100 | -1.8% | 0.78% | -2.4% |
| Q2 2020 | $3,600,000 | -42.6% | 55,102 | -54.7% | 0.80% | +0.6% |
| Q1 2020 | $6,268,000 | +116.9% | 121,656 | +218.4% | 0.79% | +27.2% |
| Q4 2019 | $2,890,000 | -5.5% | 38,214 | -12.8% | 0.62% | -12.2% |
| Q3 2019 | $3,057,000 | +3.0% | 43,840 | +5.6% | 0.71% | -4.3% |
| Q2 2019 | $2,967,000 | +3.0% | 41,510 | +0.8% | 0.74% | -0.1% |
| Q1 2019 | $2,880,000 | +14.7% | 41,184 | -0.5% | 0.74% | +4.7% |
| Q4 2018 | $2,511,000 | -18.9% | 41,387 | +1.9% | 0.71% | -12.7% |
| Q3 2018 | $3,095,000 | -0.2% | 40,630 | -3.6% | 0.81% | +1.8% |
| Q2 2018 | $3,101,000 | +6.1% | 42,145 | -0.3% | 0.80% | +14.0% |
| Q1 2018 | $2,922,000 | +0.4% | 42,271 | +1.3% | 0.70% | -14.6% |
| Q4 2017 | $2,909,000 | – | 41,709 | – | 0.82% | – |
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% |