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 | $377,351 | -5.2% | 9,110 | +0.3% | 0.06% | -5.9% |
| Q2 2023 | $397,847 | +8.9% | 9,083 | +4.3% | 0.07% | +6.2% |
| Q1 2023 | $365,183 | +6.5% | 8,709 | +2.9% | 0.06% | -3.0% |
| Q4 2022 | $342,771 | +8.8% | 8,461 | +1.5% | 0.07% | +11.9% |
| Q3 2022 | $315,000 | -6.0% | 8,340 | -3.0% | 0.06% | -3.3% |
| Q2 2022 | $335,000 | +39.6% | 8,601 | +69.6% | 0.06% | -41.3% |
| Q1 2022 | $240,000 | -7.3% | 5,072 | +100.3% | 0.10% | -6.3% |
| Q4 2021 | $259,000 | – | 2,532 | – | 0.11% | – |
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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% |