SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,040 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $57,035 | -6.0% | 1,202 | -2.4% | 0.04% | 0.0% |
| Q1 2024 | $60,664 | +13.4% | 1,232 | +8.8% | 0.04% | -2.3% |
| Q4 2023 | $53,476 | -17.5% | 1,132 | -27.6% | 0.04% | -26.7% |
| Q3 2023 | $64,781 | -5.4% | 1,564 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $68,503 | +4.5% | 1,564 | 0.0% | 0.06% | -13.2% |
| Q1 2023 | $65,579 | +3.5% | 1,564 | 0.0% | 0.07% | +19.3% |
| Q4 2022 | $63,358 | +7.4% | 1,564 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $59,000 | -3.3% | 1,564 | 0.0% | 0.06% | +5.7% |
| Q2 2022 | $61,000 | -37.8% | 1,564 | -24.5% | 0.05% | -20.9% |
| Q1 2022 | $98,000 | -9.3% | 2,072 | +97.0% | 0.07% | +1.5% |
| Q4 2021 | $108,000 | +9.1% | 1,052 | +6.0% | 0.07% | +4.8% |
| Q3 2021 | $99,000 | -2.9% | 992 | +1.5% | 0.06% | -6.0% |
| Q2 2021 | $102,000 | +1.0% | 977 | -3.6% | 0.07% | -4.3% |
| Q1 2021 | $101,000 | +12.2% | 1,013 | 0.0% | 0.07% | +2.9% |
| Q4 2020 | $90,000 | +23.3% | 1,013 | -3.3% | 0.07% | +6.2% |
| Q3 2020 | $73,000 | +4.3% | 1,048 | -2.6% | 0.06% | -7.2% |
| Q2 2020 | $70,000 | – | 1,076 | – | 0.07% | – |
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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% |