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 | $288,481 | -7.4% | 7,079 | +0.0% | 0.07% | -3.9% |
| Q2 2023 | $311,603 | +12.0% | 7,077 | +6.5% | 0.08% | +5.5% |
| Q1 2023 | $278,241 | -3.8% | 6,647 | +0.2% | 0.07% | -6.4% |
| Q4 2022 | $289,172 | -29.8% | 6,634 | -35.3% | 0.08% | -38.6% |
| Q3 2022 | $412,000 | +1.5% | 10,259 | +8.8% | 0.13% | +7.6% |
| Q2 2022 | $406,000 | -89.4% | 9,431 | -88.9% | 0.12% | -88.4% |
| Q1 2022 | $3,843,000 | -25.0% | 85,328 | +66.0% | 1.02% | -24.1% |
| Q4 2021 | $5,126,000 | +4.1% | 51,389 | +7.7% | 1.34% | -0.8% |
| Q3 2021 | $4,926,000 | +9.7% | 47,720 | +6.2% | 1.36% | +5.4% |
| Q2 2021 | $4,491,000 | +11.2% | 44,947 | +13.0% | 1.29% | -2.1% |
| Q1 2021 | $4,040,000 | +7.6% | 39,780 | +5.1% | 1.31% | +2.8% |
| Q4 2020 | $3,754,000 | +661.5% | 37,848 | +445.6% | 1.28% | +545.5% |
| Q3 2020 | $493,000 | -1.0% | 6,937 | 0.0% | 0.20% | -1.5% |
| Q2 2020 | $498,000 | +27.4% | 6,937 | -4.1% | 0.20% | +3.1% |
| Q1 2020 | $391,000 | -48.8% | 7,232 | -28.1% | 0.20% | -42.6% |
| Q4 2019 | $763,000 | +3.2% | 10,058 | +0.6% | 0.34% | -5.8% |
| Q3 2019 | $739,000 | – | 10,000 | – | 0.36% | – |
Download | ||||||
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% |