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 | $240,143 | -5.4% | 5,798 | +0.0% | 0.24% | +0.9% |
| Q2 2023 | $253,923 | +2.2% | 5,797 | -2.2% | 0.23% | -5.3% |
| Q1 2023 | $248,517 | +4.2% | 5,927 | +0.7% | 0.25% | -1.6% |
| Q4 2022 | $238,465 | +7.9% | 5,887 | +0.8% | 0.25% | +0.8% |
| Q3 2022 | $221,000 | -13.0% | 5,841 | -10.3% | 0.25% | -11.4% |
| Q2 2022 | $254,000 | -17.5% | 6,511 | +0.0% | 0.28% | -1.8% |
| Q1 2022 | $308,000 | -7.5% | 6,508 | +100.0% | 0.28% | -4.4% |
| Q4 2021 | $333,000 | – | 3,254 | – | 0.30% | – |
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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% |