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 | $4,385,381 | -4.8% | 105,876 | +0.6% | 0.95% | -3.1% |
| Q2 2023 | $4,607,518 | -12.6% | 105,194 | -16.3% | 0.98% | -13.7% |
| Q1 2023 | $5,271,240 | -3.2% | 125,715 | -6.5% | 1.14% | -9.3% |
| Q4 2022 | $5,447,188 | +5.3% | 134,465 | -1.7% | 1.26% | -4.9% |
| Q3 2022 | $5,172,000 | -2.5% | 136,818 | +0.5% | 1.32% | +7.1% |
| Q2 2022 | $5,307,000 | -10.3% | 136,123 | +9.0% | 1.23% | -3.7% |
| Q1 2022 | $5,914,000 | -4.4% | 124,866 | +106.6% | 1.28% | -0.6% |
| Q4 2021 | $6,188,000 | +8.7% | 60,434 | +6.2% | 1.29% | -0.9% |
| Q3 2021 | $5,695,000 | +0.5% | 56,894 | +4.6% | 1.30% | -5.0% |
| Q2 2021 | $5,665,000 | +11.0% | 54,374 | +6.2% | 1.37% | -0.7% |
| Q1 2021 | $5,105,000 | +22.7% | 51,218 | +9.6% | 1.38% | +15.1% |
| Q4 2020 | $4,160,000 | – | 46,743 | – | 1.20% | – |
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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% |