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 | $2,097,540 | +7.0% | 50,641 | +13.1% | 0.55% | +8.3% |
| Q2 2023 | $1,960,828 | -51.2% | 44,768 | -53.2% | 0.51% | -55.8% |
| Q1 2023 | $4,014,604 | -19.2% | 95,745 | -21.9% | 1.15% | -26.1% |
| Q4 2022 | $4,967,388 | +11452.1% | 122,621 | +10656.2% | 1.56% | +10286.7% |
| Q3 2022 | $43,000 | -2.3% | 1,140 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $44,000 | -20.0% | 1,136 | -1.8% | 0.02% | -6.2% |
| Q1 2022 | $55,000 | +150.0% | 1,157 | +435.6% | 0.02% | +128.6% |
| Q4 2021 | $22,000 | 0.0% | 216 | +0.5% | 0.01% | -12.5% |
| Q3 2021 | $22,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | +4.8% | 215 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | +10.5% | 214 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $19,000 | +26.7% | 214 | +0.5% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 213 | +0.5% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +27.3% | 212 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | -31.2% | 212 | +0.5% | 0.01% | -10.0% |
| Q4 2019 | $16,000 | – | 211 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |