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 | $3,948,481 | -5.8% | 95,328 | -0.4% | 3.13% | -0.5% |
| Q2 2023 | $4,190,656 | +12.0% | 95,677 | +7.2% | 3.15% | +4.2% |
| Q1 2023 | $3,741,877 | +11.5% | 89,241 | +7.7% | 3.02% | -7.6% |
| Q4 2022 | $3,357,230 | +1.3% | 82,874 | -5.4% | 3.27% | -9.8% |
| Q3 2022 | $3,313,000 | -0.3% | 87,640 | +2.8% | 3.62% | +10.7% |
| Q2 2022 | $3,323,000 | -15.3% | 85,226 | +2.9% | 3.27% | +4.9% |
| Q1 2022 | $3,922,000 | -3.3% | 82,810 | +109.1% | 3.12% | +7.2% |
| Q4 2021 | $4,055,000 | +16.9% | 39,601 | +14.2% | 2.91% | +5.0% |
| Q3 2021 | $3,470,000 | -6.4% | 34,668 | -2.6% | 2.77% | -2.2% |
| Q2 2021 | $3,706,000 | +7.3% | 35,576 | +2.7% | 2.83% | -5.6% |
| Q1 2021 | $3,453,000 | +24.8% | 34,642 | +11.5% | 3.00% | +18.8% |
| Q4 2020 | $2,766,000 | +29.7% | 31,081 | -0.5% | 2.53% | +36.2% |
| Q3 2020 | $2,133,000 | – | 31,223 | – | 1.86% | – |
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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% |