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 | $979,749 | -86.3% | 23,654 | -86.2% | 0.39% | -87.0% |
| Q1 2023 | $7,167,011 | +27.5% | 170,928 | +23.2% | 2.96% | +18.6% |
| Q4 2022 | $5,620,600 | -19.6% | 138,746 | -6.0% | 2.50% | -8.3% |
| Q1 2022 | $6,992,000 | +67.3% | 147,627 | +261.7% | 2.72% | +76.1% |
| Q4 2021 | $4,179,000 | +291.3% | 40,810 | +282.4% | 1.55% | +254.8% |
| Q3 2021 | $1,068,000 | -81.3% | 10,673 | -80.6% | 0.44% | -82.1% |
| Q2 2021 | $5,723,000 | -12.8% | 54,937 | -16.6% | 2.43% | -16.0% |
| Q1 2021 | $6,563,000 | +70.5% | 65,844 | +52.2% | 2.89% | +60.5% |
| Q4 2020 | $3,850,000 | – | 43,259 | – | 1.80% | – |
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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% |