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 | $7,019,891 | -6.1% | 169,481 | -0.7% | 0.76% | -4.9% |
| Q2 2023 | $7,475,465 | +3.4% | 170,673 | -1.0% | 0.80% | -2.5% |
| Q1 2023 | $7,230,269 | +11.8% | 172,437 | +8.0% | 0.82% | +3.8% |
| Q4 2022 | $6,468,901 | +11.9% | 159,687 | +4.4% | 0.80% | +0.6% |
| Q3 2022 | $5,781,000 | -10.4% | 152,947 | -7.6% | 0.79% | -7.7% |
| Q2 2022 | $6,453,000 | +10.5% | 165,508 | +34.3% | 0.86% | +18.9% |
| Q1 2022 | $5,838,000 | -22.7% | 123,272 | +67.2% | 0.72% | -22.3% |
| Q4 2021 | $7,550,000 | -6.7% | 73,731 | -8.8% | 0.93% | -11.8% |
| Q3 2021 | $8,091,000 | +4.2% | 80,826 | +8.4% | 1.05% | +1.6% |
| Q2 2021 | $7,765,000 | +2.4% | 74,530 | -2.0% | 1.03% | -7.8% |
| Q1 2021 | $7,583,000 | +6.8% | 76,078 | -4.6% | 1.12% | -3.8% |
| Q4 2020 | $7,098,000 | +24.9% | 79,749 | -4.1% | 1.17% | +6.5% |
| Q3 2020 | $5,682,000 | +1.6% | 83,163 | -2.9% | 1.10% | -3.9% |
| Q2 2020 | $5,594,000 | -11.1% | 85,616 | -29.9% | 1.14% | -18.5% |
| Q1 2020 | $6,296,000 | +86.7% | 122,199 | +174.0% | 1.40% | +133.6% |
| Q4 2019 | $3,373,000 | +8.8% | 44,597 | +0.3% | 0.60% | +0.8% |
| Q3 2019 | $3,101,000 | +126.2% | 44,471 | +131.9% | 0.59% | +121.6% |
| Q2 2019 | $1,371,000 | +2.4% | 19,174 | +0.1% | 0.27% | -1.8% |
| Q1 2019 | $1,339,000 | +15.7% | 19,153 | +0.4% | 0.27% | +5.8% |
| Q4 2018 | $1,157,000 | – | 19,074 | – | 0.26% | – |
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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% |