SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 861 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $222,539 | -29.7% | 4,711 | -38.4% | 0.05% | -37.2% |
Q3 2023 | $316,744 | -14.6% | 7,647 | -9.7% | 0.08% | -12.4% |
Q2 2023 | $371,000 | -34.5% | 8,470 | -37.2% | 0.09% | -36.4% |
Q1 2023 | $566,000 | -13.3% | 13,493 | -16.2% | 0.14% | -18.1% |
Q4 2022 | $653,000 | -10.2% | 16,110 | -16.3% | 0.17% | -17.0% |
Q3 2022 | $727,000 | -54.6% | 19,237 | -53.1% | 0.21% | -52.5% |
Q2 2022 | $1,600,000 | -86.9% | 41,032 | -84.1% | 0.43% | -85.5% |
Q1 2022 | $12,248,000 | -13.5% | 258,611 | +87.0% | 2.99% | -15.5% |
Q4 2021 | $14,158,000 | +3.5% | 138,266 | +1.2% | 3.54% | -6.0% |
Q3 2021 | $13,674,000 | -2.7% | 136,602 | +1.3% | 3.77% | -3.9% |
Q2 2021 | $14,048,000 | +75.8% | 134,847 | +68.2% | 3.92% | +55.9% |
Q1 2021 | $7,990,000 | +134.9% | 80,165 | +109.8% | 2.52% | +114.6% |
Q4 2020 | $3,401,000 | +21.6% | 38,214 | -6.6% | 1.17% | +7.9% |
Q3 2020 | $2,797,000 | – | 40,935 | – | 1.09% | – |
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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% |