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 | $5,727,516 | -19.8% | 138,279 | -15.2% | 2.06% | -9.4% |
| Q2 2023 | $7,145,313 | +12.8% | 163,135 | +8.0% | 2.28% | +8.4% |
| Q1 2023 | $6,336,462 | +99108.7% | 151,120 | -4.2% | 2.10% | -3.5% |
| Q4 2022 | $6,387 | -99.9% | 157,675 | -0.9% | 2.18% | -3.8% |
| Q3 2022 | $6,015,000 | +3.4% | 159,115 | +6.6% | 2.26% | +6.1% |
| Q2 2022 | $5,820,000 | -12.6% | 149,268 | +6.2% | 2.13% | -5.9% |
| Q1 2022 | $6,656,000 | +14.2% | 140,536 | +146.9% | 2.26% | +10.8% |
| Q4 2021 | $5,827,000 | – | 56,909 | – | 2.04% | – |
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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% |