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 | $803,465 | -10.9% | 19,398 | -5.8% | 0.21% | -10.0% |
| Q2 2023 | $901,667 | -13.1% | 20,586 | -16.8% | 0.23% | -16.1% |
| Q1 2023 | $1,037,139 | -8.8% | 24,735 | -11.9% | 0.27% | -17.0% |
| Q4 2022 | $1,136,832 | -51.4% | 28,063 | -54.6% | 0.33% | -55.7% |
| Q3 2022 | $2,339,000 | -21.9% | 61,876 | -19.4% | 0.74% | -19.9% |
| Q2 2022 | $2,994,000 | +20.6% | 76,792 | +46.6% | 0.93% | +5.2% |
| Q1 2022 | $2,482,000 | -16.9% | 52,398 | +79.6% | 0.88% | -9.7% |
| Q4 2021 | $2,988,000 | -19.0% | 29,175 | -20.8% | 0.97% | -33.4% |
| Q3 2021 | $3,689,000 | -7.0% | 36,856 | -3.2% | 1.46% | -16.1% |
| Q2 2021 | $3,965,000 | -6.4% | 38,060 | -10.5% | 1.74% | -30.5% |
| Q1 2021 | $4,238,000 | -14.6% | 42,520 | -23.7% | 2.51% | -35.2% |
| Q4 2020 | $4,962,000 | +33.1% | 55,752 | +2.2% | 3.87% | +16.1% |
| Q3 2020 | $3,727,000 | +7.2% | 54,553 | +2.5% | 3.33% | +5.1% |
| Q2 2020 | $3,476,000 | +46.9% | 53,200 | +15.8% | 3.17% | +24.4% |
| Q1 2020 | $2,367,000 | +18.5% | 45,940 | +74.0% | 2.55% | +40.0% |
| Q4 2019 | $1,997,000 | +11.9% | 26,397 | +3.2% | 1.82% | +5.1% |
| Q3 2019 | $1,784,000 | +142.4% | 25,579 | +154.1% | 1.73% | +144.2% |
| Q2 2019 | $736,000 | +13.6% | 10,068 | +8.7% | 0.71% | +9.7% |
| Q1 2019 | $648,000 | +47.9% | 9,266 | +28.4% | 0.65% | +32.3% |
| Q4 2018 | $438,000 | – | 7,217 | – | 0.49% | – |
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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% |