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 | $1,153,340 | -22.5% | 27,845 | -18.1% | 0.82% | -14.8% |
Q2 2023 | $1,488,543 | +2.7% | 33,985 | -1.6% | 0.96% | -6.2% |
Q1 2023 | $1,448,891 | +7.8% | 34,555 | +4.1% | 1.03% | -7.1% |
Q4 2022 | $1,344,608 | +42.7% | 33,192 | +33.2% | 1.11% | +26.5% |
Q3 2022 | $942,000 | -11.0% | 24,917 | -8.2% | 0.88% | -1.5% |
Q2 2022 | $1,059,000 | -59.4% | 27,157 | -50.6% | 0.89% | -49.2% |
Q1 2022 | $2,606,000 | +4.7% | 55,019 | +126.2% | 1.75% | +1.6% |
Q4 2021 | $2,490,000 | +3.8% | 24,321 | +1.5% | 1.72% | -1.5% |
Q3 2021 | $2,398,000 | +14.0% | 23,956 | +18.7% | 1.75% | +13.1% |
Q2 2021 | $2,103,000 | +40.4% | 20,183 | +34.3% | 1.55% | +28.2% |
Q1 2021 | $1,498,000 | +171.9% | 15,031 | +142.9% | 1.21% | +152.3% |
Q4 2020 | $551,000 | -89.1% | 6,189 | -90.8% | 0.48% | -94.0% |
Q4 2019 | $5,062,000 | – | 66,927 | – | 8.01% | – |
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% |