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 | $1,457,497 | -8.3% | 35,188 | -3.0% | 0.40% | -6.5% |
| Q2 2023 | $1,588,561 | +8.8% | 36,269 | +4.1% | 0.43% | -1.2% |
| Q1 2023 | $1,460,706 | +4.3% | 34,837 | +0.8% | 0.43% | -5.2% |
| Q4 2022 | $1,400,605 | -8.5% | 34,574 | -14.7% | 0.46% | -16.9% |
| Q3 2022 | $1,531,000 | -4.1% | 40,511 | -1.0% | 0.55% | +0.7% |
| Q2 2022 | $1,596,000 | -15.2% | 40,930 | +3.0% | 0.55% | -3.4% |
| Q1 2022 | $1,882,000 | -5.0% | 39,730 | +105.3% | 0.57% | -3.9% |
| Q4 2021 | $1,982,000 | +8.5% | 19,352 | +6.0% | 0.59% | -4.7% |
| Q3 2021 | $1,827,000 | +2.5% | 18,250 | +6.7% | 0.62% | -0.3% |
| Q2 2021 | $1,783,000 | +14.7% | 17,111 | +9.7% | 0.62% | +3.0% |
| Q1 2021 | $1,555,000 | +23.2% | 15,597 | +10.0% | 0.60% | +13.6% |
| Q4 2020 | $1,262,000 | +34.7% | 14,178 | +3.3% | 0.53% | +18.3% |
| Q3 2020 | $937,000 | +6.6% | 13,720 | +2.0% | 0.45% | -3.4% |
| Q2 2020 | $879,000 | +37.6% | 13,446 | +8.5% | 0.46% | +13.4% |
| Q1 2020 | $639,000 | – | 12,396 | – | 0.41% | – |
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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% |