SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,111 | -7.0% | 8,670 | -1.7% | 0.37% | -3.1% |
| Q2 2023 | $386,316 | -2.4% | 8,820 | -6.5% | 0.38% | -7.2% |
| Q1 2023 | $395,651 | +3.5% | 9,436 | 0.0% | 0.42% | -1.2% |
| Q4 2022 | $382,252 | -1.7% | 9,436 | -8.2% | 0.42% | -11.4% |
| Q3 2022 | $389,000 | -3.0% | 10,282 | +0.0% | 0.47% | +1.1% |
| Q2 2022 | $401,000 | -17.7% | 10,279 | +0.0% | 0.47% | -1.7% |
| Q1 2022 | $487,000 | -11.0% | 10,276 | +92.5% | 0.48% | -6.5% |
| Q4 2021 | $547,000 | – | 5,338 | – | 0.51% | – |
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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% |