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 | $1,329,002 | -12.8% | 32,086 | -4.8% | 0.45% | -8.5% |
| Q2 2023 | $1,523,837 | +7.7% | 33,706 | -0.1% | 0.50% | -2.6% |
| Q1 2023 | $1,414,873 | +9.6% | 33,744 | +5.9% | 0.51% | +6.0% |
| Q4 2022 | $1,291,185 | +28.9% | 31,873 | +20.3% | 0.48% | +17.9% |
| Q3 2022 | $1,002,000 | +2.3% | 26,502 | +5.5% | 0.41% | +6.8% |
| Q2 2022 | $979,000 | -7.3% | 25,119 | +12.6% | 0.38% | +10.1% |
| Q1 2022 | $1,056,000 | -5.9% | 22,300 | +103.5% | 0.35% | -2.3% |
| Q4 2021 | $1,122,000 | +26.6% | 10,958 | +28.9% | 0.35% | +20.8% |
| Q3 2021 | $886,000 | 0.0% | 8,504 | 0.0% | 0.29% | -8.4% |
| Q2 2021 | $886,000 | +6.7% | 8,504 | +2.1% | 0.32% | +8.5% |
| Q1 2021 | $830,000 | +14.3% | 8,326 | +2.1% | 0.30% | +6.9% |
| Q4 2020 | $726,000 | +38.3% | 8,155 | +6.2% | 0.28% | +17.4% |
| Q3 2020 | $525,000 | +8.5% | 7,678 | +3.6% | 0.24% | +4.9% |
| Q2 2020 | $484,000 | +17.5% | 7,412 | -7.3% | 0.22% | +4.7% |
| Q1 2020 | $412,000 | -38.6% | 7,994 | -9.9% | 0.21% | -25.2% |
| Q4 2019 | $671,000 | – | 8,870 | – | 0.29% | – |
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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% |