SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,953 | -6.4% | 192 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $8,497 | +4.5% | 194 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,134 | +3.5% | 194 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,859 | +12.3% | 194 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 194 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $8,000 | -11.1% | 194 | -3.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 200 | +106.2% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 97 | -1.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | -33.3% | 98 | -30.0% | 0.00% | -40.0% |
| Q2 2021 | $15,000 | +7.1% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 140 | -7.9% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | +40.0% | 152 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $10,000 | -37.5% | 152 | -37.2% | 0.00% | -42.9% |
| Q2 2020 | $16,000 | +23.1% | 242 | -5.5% | 0.01% | 0.0% |
| Q1 2020 | $13,000 | -35.0% | 256 | -4.8% | 0.01% | -12.5% |
| Q4 2019 | $20,000 | – | 269 | – | 0.01% | – |
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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% |