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 | $2,729,517 | -2.6% | 66,237 | +3.5% | 2.66% | -13.8% |
| Q2 2023 | $2,802,981 | +7.7% | 63,995 | +3.1% | 3.08% | +23.9% |
| Q1 2023 | $2,603,350 | +4.6% | 62,088 | +1.0% | 2.49% | -2.4% |
| Q4 2022 | $2,487,699 | +8.8% | 61,474 | +1.7% | 2.55% | -4.2% |
| Q3 2022 | $2,286,000 | -0.6% | 60,472 | +2.7% | 2.66% | +6.7% |
| Q2 2022 | $2,300,000 | -1.7% | 58,862 | +19.1% | 2.49% | +8.7% |
| Q1 2022 | $2,340,000 | -4.6% | 49,414 | +106.4% | 2.29% | -1.8% |
| Q4 2021 | $2,452,000 | – | 23,943 | – | 2.34% | – |
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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% |