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 | $341 | -13.2% | 8,236 | -8.2% | 0.24% | +66.0% |
Q2 2023 | $393 | +2.1% | 8,973 | -2.3% | 0.14% | +10.8% |
Q1 2023 | $385 | -71.5% | 9,184 | -72.5% | 0.13% | -76.7% |
Q4 2022 | $1,353 | -99.9% | 33,400 | -12.1% | 0.56% | -52.8% |
Q3 2022 | $1,437,000 | -16.7% | 38,003 | -14.1% | 1.18% | +385.7% |
Q2 2022 | $1,726,000 | -26.4% | 44,257 | -10.6% | 0.24% | -84.5% |
Q1 2022 | $2,345,000 | -29.2% | 49,508 | +53.1% | 1.58% | -37.2% |
Q4 2021 | $3,310,000 | – | 32,328 | – | 2.51% | – |
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% |