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 | $2,254,723 | -5.1% | 54,436 | +0.3% | 0.29% | -2.3% |
| Q2 2023 | $2,376,866 | +4.9% | 54,266 | +0.4% | 0.30% | -2.3% |
| Q1 2023 | $2,265,716 | +2.4% | 54,036 | -1.1% | 0.31% | -3.2% |
| Q4 2022 | $2,212,516 | +4.0% | 54,617 | -3.0% | 0.32% | -1.9% |
| Q3 2022 | $2,128,000 | -1.3% | 56,292 | +1.9% | 0.32% | +19.2% |
| Q2 2022 | $2,155,000 | -29.3% | 55,266 | -14.2% | 0.27% | -22.6% |
| Q1 2022 | $3,050,000 | -8.8% | 64,399 | +97.2% | 0.35% | -4.6% |
| Q4 2021 | $3,343,000 | -6.6% | 32,651 | -8.7% | 0.37% | -15.0% |
| Q3 2021 | $3,579,000 | -10.0% | 35,754 | -6.3% | 0.43% | -9.8% |
| Q2 2021 | $3,976,000 | +0.5% | 38,161 | -3.9% | 0.48% | -8.6% |
| Q1 2021 | $3,957,000 | -2.5% | 39,704 | -13.0% | 0.52% | -8.2% |
| Q4 2020 | $4,060,000 | +24.8% | 45,614 | -4.2% | 0.57% | +9.6% |
| Q3 2020 | $3,254,000 | +7.0% | 47,622 | +2.3% | 0.52% | -1.0% |
| Q2 2020 | $3,042,000 | +50.4% | 46,551 | +18.5% | 0.53% | +20.9% |
| Q1 2020 | $2,023,000 | -37.3% | 39,267 | -7.9% | 0.44% | -19.6% |
| Q4 2019 | $3,226,000 | +14.7% | 42,650 | +5.8% | 0.54% | +2.9% |
| Q3 2019 | $2,812,000 | +0.2% | 40,327 | +2.7% | 0.53% | -7.9% |
| Q2 2019 | $2,807,000 | -15.3% | 39,267 | -17.1% | 0.57% | +0.5% |
| Q1 2019 | $3,314,000 | +18.6% | 47,394 | +2.9% | 0.57% | -1.4% |
| Q4 2018 | $2,794,000 | -23.4% | 46,049 | -3.8% | 0.58% | -6.6% |
| Q3 2018 | $3,646,000 | +17.9% | 47,870 | +13.9% | 0.62% | +10.8% |
| Q2 2018 | $3,093,000 | +6.9% | 42,040 | +0.4% | 0.56% | +4.9% |
| Q1 2018 | $2,893,000 | +10.5% | 41,855 | +11.4% | 0.53% | +10.9% |
| Q4 2017 | $2,619,000 | – | 37,555 | – | 0.48% | – |
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% |