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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,568 | -8.2% | 4,739 | -0.6% | 0.06% | -28.6% |
| Q1 2022 | $226,000 | -6.2% | 4,770 | +102.7% | 0.08% | -6.7% |
| Q4 2021 | $241,000 | +0.8% | 2,353 | -1.4% | 0.09% | -5.3% |
| Q3 2021 | $239,000 | -4.0% | 2,387 | 0.0% | 0.10% | -5.9% |
| Q2 2021 | $249,000 | +4.6% | 2,387 | 0.0% | 0.10% | +1.0% |
| Q1 2021 | $238,000 | -10.9% | 2,387 | -20.3% | 0.10% | -17.4% |
| Q4 2020 | $267,000 | +30.2% | 2,995 | 0.0% | 0.12% | +14.2% |
| Q3 2020 | $205,000 | -6.8% | 2,995 | -11.2% | 0.11% | -13.1% |
| Q2 2020 | $220,000 | -57.8% | 3,373 | -69.5% | 0.12% | -62.1% |
| Q1 2020 | $521,000 | -61.6% | 11,041 | -38.5% | 0.32% | -41.3% |
| Q4 2019 | $1,358,000 | +8.6% | 17,952 | +0.1% | 0.55% | +10.0% |
| Q3 2019 | $1,250,000 | -3.0% | 17,926 | 0.0% | 0.50% | -0.2% |
| Q2 2019 | $1,288,000 | +0.8% | 17,926 | +0.9% | 0.50% | -3.7% |
| Q1 2019 | $1,278,000 | +62.4% | 17,758 | +36.9% | 0.52% | +34.8% |
| Q4 2018 | $787,000 | – | 12,974 | – | 0.38% | – |
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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% |