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 | $4,287,228 | -3.3% | 103,506 | +2.3% | 2.82% | +0.2% |
| Q2 2023 | $4,432,077 | +6.0% | 101,188 | +1.5% | 2.82% | +2.5% |
| Q1 2023 | $4,181,935 | +2.1% | 99,736 | -1.4% | 2.75% | -2.8% |
| Q4 2022 | $4,097,672 | +10.1% | 101,152 | +2.8% | 2.83% | -0.1% |
| Q3 2022 | $3,722,000 | -3.5% | 98,439 | -0.5% | 2.83% | +5.2% |
| Q2 2022 | $3,858,000 | -16.0% | 98,941 | +2.1% | 2.69% | -2.4% |
| Q1 2022 | $4,591,000 | -3.9% | 96,931 | +107.7% | 2.76% | +0.0% |
| Q4 2021 | $4,778,000 | +3.4% | 46,662 | +1.1% | 2.75% | -4.6% |
| Q3 2021 | $4,621,000 | -2.1% | 46,161 | +1.9% | 2.89% | -2.5% |
| Q2 2021 | $4,718,000 | +8.4% | 45,282 | +3.1% | 2.96% | +1.9% |
| Q1 2021 | $4,351,000 | +25.0% | 43,915 | +12.3% | 2.91% | +15.0% |
| Q4 2020 | $3,480,000 | +32.4% | 39,099 | +1.7% | 2.53% | +11.1% |
| Q3 2020 | $2,628,000 | +6.4% | 38,462 | +1.7% | 2.27% | +1.8% |
| Q2 2020 | $2,471,000 | +27.8% | 37,812 | +0.8% | 2.23% | +9.3% |
| Q1 2020 | $1,933,000 | -32.1% | 37,526 | -0.3% | 2.04% | -16.2% |
| Q4 2019 | $2,847,000 | – | 37,644 | – | 2.44% | – |
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% |