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 | $1,437,150 | -10.9% | 34,697 | -5.8% | 0.01% | -12.5% |
| Q2 2023 | $1,612,585 | +11.7% | 36,817 | +7.0% | 0.02% | 0.0% |
| Q1 2023 | $1,443,365 | +6.1% | 34,423 | +2.5% | 0.02% | +33.3% |
| Q4 2022 | $1,360,852 | -99.8% | 33,593 | -26.9% | 0.01% | +33.3% |
| Q3 2022 | $868,868,000 | +18970.9% | 45,946 | -60.7% | 0.01% | -80.9% |
| Q2 2022 | $4,556,000 | +397.4% | 116,862 | +504.3% | 0.05% | +370.0% |
| Q1 2022 | $916,000 | -4.8% | 19,337 | +105.9% | 0.01% | 0.0% |
| Q4 2021 | $962,000 | -93.8% | 9,391 | -94.0% | 0.01% | -93.6% |
| Q3 2021 | $15,635,000 | +1330.5% | 156,193 | +1389.4% | 0.16% | +1200.0% |
| Q2 2021 | $1,093,000 | +7.3% | 10,487 | +2.6% | 0.01% | -7.7% |
| Q1 2021 | $1,019,000 | -93.3% | 10,222 | -94.0% | 0.01% | -92.6% |
| Q4 2020 | $15,223,000 | -96.8% | 170,663 | +168873.3% | 0.18% | +1855.6% |
| Q3 2020 | $472,000,000 | – | 101 | – | 0.01% | – |
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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% |