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 | $515,155 | -4.6% | 12,437 | +0.9% | 0.33% | -6.9% |
| Q2 2023 | $539,929 | +5.0% | 12,327 | +0.1% | 0.35% | +2.9% |
| Q1 2023 | $514,127 | +4.1% | 12,309 | +1.0% | 0.34% | +5.3% |
| Q4 2022 | $493,853 | -8.4% | 12,191 | -14.4% | 0.32% | -6.6% |
| Q3 2022 | $539,000 | -2.9% | 14,249 | +0.1% | 0.35% | +2.1% |
| Q2 2022 | $555,000 | -17.2% | 14,231 | +0.6% | 0.34% | -6.6% |
| Q1 2022 | $670,000 | -79.4% | 14,149 | -55.4% | 0.36% | -78.3% |
| Q4 2021 | $3,251,000 | +1.7% | 31,744 | -0.6% | 1.67% | -7.1% |
| Q3 2021 | $3,196,000 | -1.7% | 31,930 | +2.3% | 1.80% | -5.1% |
| Q2 2021 | $3,251,000 | -4.4% | 31,206 | -8.5% | 1.90% | -10.2% |
| Q1 2021 | $3,400,000 | -6.6% | 34,117 | -16.5% | 2.11% | -11.2% |
| Q4 2020 | $3,639,000 | +24.5% | 40,882 | -4.4% | 2.38% | +16.9% |
| Q3 2020 | $2,922,000 | +8.9% | 42,775 | +4.1% | 2.04% | +6.5% |
| Q2 2020 | $2,684,000 | +20.5% | 41,076 | -5.0% | 1.91% | +19.1% |
| Q1 2020 | $2,227,000 | -33.9% | 43,233 | -3.0% | 1.60% | -25.5% |
| Q4 2019 | $3,371,000 | – | 44,563 | – | 2.15% | – |
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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% |