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 | $5,209,335 | +1.5% | 125,769 | +7.3% | 3.65% | +2.5% |
| Q2 2023 | $5,133,966 | +9.5% | 117,214 | +4.8% | 3.56% | -11.0% |
| Q1 2023 | $4,688,302 | -7.3% | 111,813 | -10.4% | 4.00% | -7.3% |
| Q4 2022 | $5,056,420 | +19.0% | 124,819 | +11.1% | 4.31% | -9.0% |
| Q3 2022 | $4,249,000 | +15.3% | 112,397 | +18.9% | 4.74% | +19.4% |
| Q2 2022 | $3,685,000 | -30.4% | 94,500 | -15.4% | 3.97% | +4.6% |
| Q1 2022 | $5,293,000 | -25.7% | 111,768 | +60.7% | 3.79% | -17.8% |
| Q4 2021 | $7,122,000 | – | 69,551 | – | 4.62% | – |
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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% |