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 | $328,161 | -32.2% | 6,916 | -29.7% | 0.02% | -36.8% |
| Q1 2024 | $484,204 | -0.3% | 9,834 | -4.4% | 0.04% | +8.6% |
| Q4 2023 | $485,807 | -17.9% | 10,284 | -28.0% | 0.04% | -30.0% |
| Q3 2023 | $591,419 | +41.3% | 14,279 | +49.4% | 0.05% | +38.9% |
| Q2 2023 | $418,526 | +5.1% | 9,556 | +0.6% | 0.04% | -2.7% |
| Q1 2023 | $398,378 | -2.0% | 9,501 | -5.3% | 0.04% | -11.9% |
| Q4 2022 | $406,672 | -28.8% | 10,038 | -30.8% | 0.04% | +27.3% |
| Q3 2022 | $571,000 | +72.5% | 14,498 | +70.4% | 0.03% | +73.7% |
| Q2 2022 | $331,000 | -18.1% | 8,510 | -0.2% | 0.02% | -5.0% |
| Q1 2022 | $404,000 | -15.8% | 8,528 | +82.3% | 0.02% | -57.4% |
| Q4 2021 | $480,000 | +30.8% | 4,677 | +32.5% | 0.05% | +23.7% |
| Q2 2021 | $367,000 | +31.1% | 3,531 | +25.5% | 0.04% | 0.0% |
| Q1 2021 | $280,000 | +22.8% | 2,814 | +9.7% | 0.04% | +15.2% |
| Q4 2020 | $228,000 | – | 2,565 | – | 0.03% | – |
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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% |