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 | $10,242,700 | -17.5% | 247,289 | -12.7% | 1.57% | -6.3% |
| Q2 2023 | $12,409,436 | +4.5% | 283,320 | +0.0% | 1.68% | -1.8% |
| Q1 2023 | $11,878,251 | -0.6% | 283,288 | -3.9% | 1.71% | +1.9% |
| Q4 2022 | $11,946,153 | +23.6% | 294,894 | +15.3% | 1.68% | +4.6% |
| Q3 2022 | $9,665,000 | +51.3% | 255,678 | +56.0% | 1.60% | +30.2% |
| Q2 2022 | $6,390,000 | -10.2% | 163,890 | +9.1% | 1.23% | -0.1% |
| Q1 2022 | $7,113,000 | -6.1% | 150,203 | +103.1% | 1.23% | -5.8% |
| Q4 2021 | $7,574,000 | +17.5% | 73,965 | +14.9% | 1.31% | -55.9% |
| Q3 2021 | $6,444,000 | +8.1% | 64,378 | +12.5% | 2.96% | -0.9% |
| Q2 2021 | $5,962,000 | +20.3% | 57,234 | +15.1% | 2.99% | -4.7% |
| Q1 2021 | $4,955,000 | +26.0% | 49,721 | +12.5% | 3.14% | +10.4% |
| Q4 2020 | $3,934,000 | – | 44,203 | – | 2.84% | – |
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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% |