SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,040 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $753,287 | +2.6% | 15,875 | +6.5% | 0.26% | -2.6% |
Q1 2024 | $733,892 | +9.3% | 14,904 | +4.8% | 0.26% | -0.4% |
Q4 2023 | $671,672 | +209.9% | 14,218 | +171.7% | 0.27% | +141.8% |
Q3 2023 | $216,758 | -0.1% | 5,233 | +5.7% | 0.11% | +8.9% |
Q2 2023 | $216,942 | +5.2% | 4,953 | +0.7% | 0.10% | -2.9% |
Q1 2023 | $206,189 | – | 4,917 | – | 0.10% | – |
Download |
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% |