SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,138,511 | -5.4% | 27,487 | +0.0% | 0.27% | -8.1% |
Q2 2023 | $1,203,863 | -3.9% | 27,485 | -8.1% | 0.30% | -11.8% |
Q1 2023 | $1,253,356 | +3.4% | 29,892 | -0.1% | 0.34% | -8.6% |
Q4 2022 | $1,212,013 | +326.8% | 29,919 | +398.6% | 0.37% | +242.6% |
Q1 2022 | $284,000 | -31.1% | 6,001 | +49.2% | 0.11% | -30.8% |
Q4 2021 | $412,000 | -95.4% | 4,021 | -95.5% | 0.16% | -91.6% |
Q3 2021 | $8,985,000 | -6.4% | 89,759 | -2.6% | 1.86% | -4.5% |
Q2 2021 | $9,598,000 | +14.5% | 92,129 | +9.6% | 1.95% | +3.1% |
Q1 2021 | $8,381,000 | – | 84,092 | – | 1.89% | – |
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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% |