SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 922 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $279,374 | +2.1% | 5,888 | +5.9% | 0.11% | +0.9% |
Q1 2024 | $273,664 | +7.3% | 5,558 | +3.0% | 0.11% | 0.0% |
Q4 2023 | $254,959 | +16.9% | 5,397 | +2.5% | 0.11% | +5.7% |
Q3 2023 | $218,017 | -4.4% | 5,264 | +1.1% | 0.10% | -0.9% |
Q2 2023 | $227,974 | -6.7% | 5,205 | -10.6% | 0.11% | -13.1% |
Q1 2023 | $244,254 | +21.9% | 5,825 | +17.8% | 0.12% | +16.2% |
Q4 2022 | $200,339 | – | 4,945 | – | 0.10% | – |
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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% |