SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,330,535 | -7.2% | 32,123 | -1.8% | 0.83% | -7.4% |
| Q2 2023 | $1,433,048 | -8.2% | 32,718 | -12.1% | 0.90% | -11.6% |
| Q1 2023 | $1,560,215 | -7.6% | 37,210 | -10.8% | 1.01% | -11.4% |
| Q4 2022 | $1,689,024 | -23.7% | 41,694 | -28.9% | 1.14% | -28.5% |
| Q3 2022 | $2,215,000 | +74.0% | 58,601 | +79.4% | 1.60% | +79.8% |
| Q2 2022 | $1,273,000 | -18.1% | 32,662 | -0.4% | 0.89% | -7.0% |
| Q1 2022 | $1,554,000 | -8.4% | 32,804 | +98.1% | 0.96% | -5.7% |
| Q4 2021 | $1,696,000 | +0.2% | 16,559 | -2.1% | 1.02% | -5.5% |
| Q3 2021 | $1,693,000 | -9.8% | 16,909 | -6.1% | 1.08% | -13.4% |
| Q2 2021 | $1,877,000 | -3.6% | 18,015 | -6.4% | 1.24% | -10.7% |
| Q1 2021 | $1,948,000 | +5.6% | 19,240 | -7.2% | 1.39% | -13.5% |
| Q4 2020 | $1,845,000 | – | 20,727 | – | 1.61% | – |
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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% |