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 | $720,972 | +11.4% | 17,406 | +17.8% | 0.27% | +14.6% |
| Q2 2023 | $647,206 | -4.9% | 14,776 | -9.0% | 0.23% | -7.9% |
| Q1 2023 | $680,802 | +116675.6% | 16,237 | +12.8% | 0.25% | -8.3% |
| Q4 2022 | $583 | -99.9% | 14,400 | +1.2% | 0.28% | +10.8% |
| Q3 2022 | $538,000 | +83.0% | 14,226 | +331.1% | 0.25% | +90.1% |
| Q4 2020 | $294,000 | -2.3% | 3,300 | -25.2% | 0.13% | -13.2% |
| Q3 2020 | $301,000 | -27.3% | 4,410 | -45.1% | 0.15% | -49.0% |
| Q1 2020 | $414,000 | +35.3% | 8,031 | +91.7% | 0.30% | +63.5% |
| Q3 2019 | $306,000 | +2.0% | 4,190 | 0.0% | 0.18% | -5.2% |
| Q2 2019 | $300,000 | +14.1% | 4,190 | -3.3% | 0.19% | -4.0% |
| Q4 2018 | $263,000 | +232.9% | 4,331 | +268.3% | 0.20% | +243.1% |
| Q1 2018 | $79,000 | – | 1,176 | +39100.0% | 0.06% | – |
| Q4 2017 | $0 | – | 3 | – | 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% |