SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,243 | +50.6% | 344 | +59.3% | 0.01% | +50.0% |
| Q2 2023 | $9,457 | -37.3% | 216 | -40.0% | 0.01% | -38.5% |
| Q1 2023 | $15,092 | +2.9% | 360 | -0.6% | 0.01% | +8.3% |
| Q4 2022 | $14,661 | +4.7% | 362 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $14,000 | 0.0% | 362 | 0.0% | 0.01% | +8.3% |
| Q2 2022 | $14,000 | -17.6% | 362 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | -10.5% | 362 | +100.0% | 0.01% | -20.0% |
| Q4 2021 | $19,000 | +5.6% | 181 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $18,000 | -5.3% | 181 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $19,000 | +5.6% | 181 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $18,000 | – | 181 | – | 0.02% | – |
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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% |