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 | $10,293,302 | +3.1% | 248,510 | +9.0% | 5.26% | +2.2% |
Q2 2023 | $9,983,877 | +13.3% | 227,942 | +8.5% | 5.14% | +8.8% |
Q1 2023 | $8,808,297 | +40.0% | 210,071 | +35.3% | 4.73% | +13.4% |
Q4 2022 | $6,290,716 | +20.1% | 155,288 | +12.1% | 4.17% | +6.1% |
Q3 2022 | $5,238,000 | +6.8% | 138,566 | +10.1% | 3.93% | +2.6% |
Q2 2022 | $4,905,000 | – | 125,810 | – | 3.83% | – |
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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% |