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 | $2,442,915 | -4.9% | 58,979 | +0.6% | 1.76% | -1.5% |
| Q2 2023 | $2,567,816 | +4.1% | 58,625 | -0.4% | 1.79% | -2.8% |
| Q1 2023 | $2,467,161 | +0.8% | 58,840 | -2.6% | 1.84% | -8.0% |
| Q4 2022 | $2,447,908 | +5.6% | 60,427 | -1.5% | 2.00% | -6.5% |
| Q3 2022 | $2,319,000 | -3.5% | 61,345 | -0.5% | 2.14% | -10.6% |
| Q2 2022 | $2,404,000 | -18.3% | 61,656 | -0.7% | 2.39% | +1.0% |
| Q1 2022 | $2,941,000 | -9.9% | 62,098 | +94.8% | 2.37% | -3.8% |
| Q4 2021 | $3,265,000 | -16.8% | 31,884 | -18.6% | 2.46% | -21.2% |
| Q3 2021 | $3,922,000 | -3.7% | 39,178 | +0.2% | 3.13% | -1.6% |
| Q2 2021 | $4,074,000 | +3.1% | 39,104 | -1.4% | 3.18% | -3.3% |
| Q1 2021 | $3,953,000 | +10.8% | 39,663 | -1.1% | 3.29% | -0.5% |
| Q4 2020 | $3,568,000 | +21.3% | 40,092 | -6.9% | 3.30% | +5.1% |
| Q3 2020 | $2,942,000 | -5.0% | 43,063 | -9.1% | 3.14% | -11.6% |
| Q2 2020 | $3,097,000 | +29.7% | 47,394 | +2.3% | 3.55% | +7.7% |
| Q1 2020 | $2,388,000 | -32.4% | 46,348 | -0.8% | 3.30% | -8.8% |
| Q4 2019 | $3,534,000 | – | 46,724 | – | 3.62% | – |
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% |