SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,067,775 | -14.3% | 98,208 | -9.4% | 2.30% | -19.6% |
| Q2 2023 | $4,746,431 | +5.6% | 108,366 | +1.0% | 2.86% | +8.5% |
| Q1 2023 | $4,496,699 | +101474.4% | 107,243 | -1.9% | 2.63% | -5.6% |
| Q4 2022 | $4,427 | -99.9% | 109,274 | -0.7% | 2.79% | -14.6% |
| Q3 2022 | $4,159,000 | -2.1% | 110,028 | +1.0% | 3.26% | +16.3% |
| Q2 2022 | $4,250,000 | -14.6% | 108,992 | +3.7% | 2.81% | -10.7% |
| Q1 2022 | $4,976,000 | -5.5% | 105,064 | +104.2% | 3.14% | +5.6% |
| Q4 2021 | $5,268,000 | +5.3% | 51,447 | +3.0% | 2.98% | -10.1% |
| Q3 2021 | $5,001,000 | -2.9% | 49,959 | +1.0% | 3.31% | -4.6% |
| Q2 2021 | $5,152,000 | -1.3% | 49,452 | -5.6% | 3.47% | -8.8% |
| Q1 2021 | $5,219,000 | +7.3% | 52,367 | -4.2% | 3.81% | -2.5% |
| Q4 2020 | $4,864,000 | +16.9% | 54,648 | -10.3% | 3.91% | +6.9% |
| Q3 2020 | $4,160,000 | +8.9% | 60,897 | +4.1% | 3.65% | -1.1% |
| Q2 2020 | $3,821,000 | +27.9% | 58,477 | +0.8% | 3.70% | +7.0% |
| Q1 2020 | $2,988,000 | -17.7% | 57,988 | +20.8% | 3.45% | +0.4% |
| Q4 2019 | $3,630,000 | – | 47,995 | – | 3.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |