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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,810 | -5.4% | 9,387 | 0.0% | 0.11% | -4.4% |
| Q2 2023 | $411,151 | +7.5% | 9,387 | +2.9% | 0.11% | +1.8% |
| Q1 2023 | $382,485 | +3.8% | 9,122 | +0.2% | 0.11% | -4.3% |
| Q4 2022 | $368,641 | +7.2% | 9,100 | 0.0% | 0.12% | -15.2% |
| Q3 2022 | $344,000 | -3.1% | 9,100 | 0.0% | 0.14% | +1.5% |
| Q2 2022 | $355,000 | -17.6% | 9,100 | 0.0% | 0.14% | +3.8% |
| Q1 2022 | $431,000 | -7.5% | 9,100 | +100.0% | 0.13% | 0.0% |
| Q4 2021 | $466,000 | +9.4% | 4,550 | +6.8% | 0.13% | +1.6% |
| Q3 2021 | $426,000 | -4.1% | 4,259 | 0.0% | 0.13% | -1.5% |
| Q2 2021 | $444,000 | +4.7% | 4,259 | 0.0% | 0.13% | -5.8% |
| Q1 2021 | $424,000 | +11.9% | 4,259 | 0.0% | 0.14% | -7.3% |
| Q4 2020 | $379,000 | +30.2% | 4,259 | 0.0% | 0.15% | +6.4% |
| Q3 2020 | $291,000 | -2.0% | 4,259 | -6.4% | 0.14% | -10.2% |
| Q2 2020 | $297,000 | +26.9% | 4,550 | 0.0% | 0.16% | -6.5% |
| Q1 2020 | $234,000 | -31.8% | 4,550 | 0.0% | 0.17% | -13.8% |
| Q4 2019 | $343,000 | +8.2% | 4,550 | 0.0% | 0.20% | -2.0% |
| Q3 2019 | $317,000 | +4.3% | 4,550 | +6.8% | 0.20% | +2.1% |
| Q2 2019 | $304,000 | -4.4% | 4,259 | -6.4% | 0.20% | -7.1% |
| Q1 2019 | $318,000 | – | 4,550 | – | 0.21% | – |
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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% |