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 | $2,507,264 | -1.7% | 60,533 | +3.9% | 1.15% | +1.2% |
| Q2 2023 | $2,551,156 | +1.5% | 58,246 | -2.8% | 1.14% | -5.9% |
| Q1 2023 | $2,512,869 | +3.3% | 59,930 | -0.2% | 1.21% | -2.8% |
| Q4 2022 | $2,431,608 | +5.1% | 60,025 | -1.9% | 1.25% | +0.1% |
| Q3 2022 | $2,314,000 | -1.7% | 61,211 | +1.3% | 1.25% | +0.7% |
| Q2 2022 | $2,355,000 | -16.1% | 60,401 | +1.9% | 1.24% | -4.3% |
| Q1 2022 | $2,808,000 | -7.4% | 59,290 | +100.1% | 1.29% | -5.0% |
| Q4 2021 | $3,034,000 | +1.1% | 29,630 | -1.2% | 1.36% | -8.7% |
| Q3 2021 | $3,001,000 | -1.9% | 29,984 | +2.1% | 1.49% | -4.1% |
| Q2 2021 | $3,060,000 | +3.4% | 29,377 | -1.0% | 1.55% | -4.6% |
| Q1 2021 | $2,958,000 | +11.0% | 29,681 | -0.9% | 1.63% | +3.8% |
| Q4 2020 | $2,666,000 | +29.8% | 29,960 | -0.3% | 1.57% | +14.9% |
| Q3 2020 | $2,054,000 | +5.7% | 30,058 | +1.1% | 1.37% | -4.3% |
| Q2 2020 | $1,943,000 | +24.2% | 29,739 | -2.1% | 1.43% | +4.2% |
| Q1 2020 | $1,565,000 | -33.0% | 30,374 | -1.6% | 1.37% | -17.4% |
| Q4 2019 | $2,336,000 | +14.0% | 30,880 | +5.0% | 1.66% | -18.1% |
| Q3 2019 | $2,050,000 | -5.0% | 29,397 | -2.6% | 2.02% | -5.4% |
| Q2 2019 | $2,157,000 | +8.8% | 30,176 | +6.4% | 2.14% | +4.2% |
| Q1 2019 | $1,983,000 | +14.8% | 28,355 | -0.4% | 2.05% | +4.2% |
| Q4 2018 | $1,727,000 | -19.6% | 28,465 | +0.9% | 1.97% | -5.2% |
| Q3 2018 | $2,149,000 | +8.0% | 28,208 | +4.3% | 2.08% | -2.9% |
| Q2 2018 | $1,990,000 | +11.5% | 27,053 | +4.8% | 2.14% | +9.7% |
| Q1 2018 | $1,785,000 | +0.4% | 25,820 | +1.3% | 1.95% | +0.2% |
| Q4 2017 | $1,778,000 | – | 25,499 | – | 1.95% | – |
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% |