SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $320,316 | -25.5% | 7,026 | -34.4% | 0.16% | -31.8% |
| Q3 2023 | $430,088 | -16.6% | 10,704 | -8.5% | 0.24% | -8.2% |
| Q2 2023 | $515,936 | +9.3% | 11,699 | +6.9% | 0.26% | +3.2% |
| Q4 2022 | $472,079 | +11.3% | 10,948 | -2.3% | 0.25% | +36.8% |
| Q3 2022 | $424,000 | -8.6% | 11,207 | -5.9% | 0.18% | +10.3% |
| Q2 2022 | $464,000 | +480.0% | 11,912 | +607.8% | 0.16% | +469.0% |
| Q1 2022 | $80,000 | +14.3% | 1,683 | +145.7% | 0.03% | 0.0% |
| Q4 2021 | $70,000 | +2.9% | 685 | +0.6% | 0.03% | -19.4% |
| Q3 2021 | $68,000 | -4.2% | 681 | +0.6% | 0.04% | -36.8% |
| Q2 2021 | $71,000 | -4.1% | 677 | -9.4% | 0.06% | -14.9% |
| Q1 2021 | $74,000 | +12.1% | 747 | +0.3% | 0.07% | +55.8% |
| Q4 2020 | $66,000 | +3.1% | 745 | -20.9% | 0.04% | -14.0% |
| Q3 2020 | $64,000 | +4.9% | 942 | +0.4% | 0.05% | -2.0% |
| Q2 2020 | $61,000 | +27.1% | 938 | +0.2% | 0.05% | -32.0% |
| Q1 2020 | $48,000 | -59.3% | 936 | -39.8% | 0.08% | -47.6% |
| Q4 2019 | $118,000 | -16.9% | 1,555 | -23.8% | 0.14% | -26.7% |
| Q3 2019 | $142,000 | +42.0% | 2,040 | +55.3% | 0.20% | -83.7% |
| Q3 2018 | $100,000 | – | 1,314 | – | 1.20% | – |
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% |