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 | $74,907 | -5.5% | 1,808 | -0.1% | 0.04% | -4.5% |
| Q2 2023 | $79,248 | +1.6% | 1,809 | -2.7% | 0.04% | -6.4% |
| Q1 2023 | $77,998 | +4.0% | 1,860 | 0.0% | 0.05% | -4.1% |
| Q4 2022 | $75,000 | -12.8% | 1,860 | -18.1% | 0.05% | -22.2% |
| Q3 2022 | $86,000 | -14.9% | 2,270 | -12.8% | 0.06% | -14.9% |
| Q2 2022 | $101,000 | -21.7% | 2,602 | -4.7% | 0.07% | -25.3% |
| Q1 2022 | $129,000 | -18.9% | 2,730 | +76.2% | 0.10% | -18.2% |
| Q4 2021 | $159,000 | – | 1,549 | – | 0.12% | – |
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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% |