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 | $718,548 | -5.2% | 17,348 | +0.3% | 0.46% | -10.7% |
| Q2 2023 | $757,838 | +4.7% | 17,302 | +0.3% | 0.51% | -9.8% |
| Q1 2023 | $723,518 | -14.6% | 17,255 | -17.5% | 0.57% | -24.5% |
| Q4 2022 | $847,308 | +7.5% | 20,916 | +0.4% | 0.75% | +4.9% |
| Q3 2022 | $788,000 | -9.7% | 20,839 | -6.9% | 0.72% | -24.3% |
| Q2 2022 | $873,000 | -20.1% | 22,386 | -2.9% | 0.95% | -16.7% |
| Q1 2022 | $1,092,000 | -7.5% | 23,066 | +100.2% | 1.14% | -4.5% |
| Q4 2021 | $1,180,000 | +2.7% | 11,524 | +0.4% | 1.20% | +10.1% |
| Q3 2021 | $1,149,000 | -3.5% | 11,481 | +0.4% | 1.08% | +1.3% |
| Q2 2021 | $1,191,000 | -4.7% | 11,431 | -8.9% | 1.07% | -11.3% |
| Q1 2021 | $1,250,000 | – | 12,546 | – | 1.21% | – |
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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% |