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 | $14,804,981 | -5.0% | 357,436 | +0.4% | 6.38% | -2.1% |
| Q2 2023 | $15,591,730 | +13.4% | 355,976 | +8.6% | 6.52% | +3.6% |
| Q1 2023 | $13,746,484 | +74.2% | 327,844 | +68.3% | 6.29% | +56.0% |
| Q4 2022 | $7,890,175 | +10.7% | 194,771 | +3.3% | 4.04% | -3.5% |
| Q3 2022 | $7,127,000 | +14.1% | 188,536 | +17.6% | 4.18% | +20.4% |
| Q2 2022 | $6,249,000 | -1.0% | 160,280 | +20.2% | 3.47% | +6.4% |
| Q1 2022 | $6,315,000 | +46.3% | 133,337 | +216.3% | 3.26% | +38.4% |
| Q4 2021 | $4,316,000 | – | 42,150 | – | 2.36% | – |
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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% |