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 | $310,153 | -19.8% | 7,488 | -15.2% | 0.21% | -26.1% |
Q2 2023 | $386,754 | -9.8% | 8,830 | -13.6% | 0.28% | -14.5% |
Q1 2023 | $428,692 | -10.2% | 10,224 | -13.2% | 0.33% | -18.2% |
Q4 2022 | $477,208 | +9.2% | 11,780 | +1.9% | 0.41% | -2.2% |
Q3 2022 | $437,000 | -3.7% | 11,558 | -0.6% | 0.42% | 0.0% |
Q2 2022 | $454,000 | -16.2% | 11,632 | +1.7% | 0.42% | +43.6% |
Q1 2022 | $542,000 | +2.3% | 11,434 | +121.1% | 0.29% | +8.2% |
Q4 2021 | $530,000 | – | 5,171 | – | 0.27% | – |
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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% |