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 | $851,334 | -5.0% | 20,554 | +0.4% | 0.98% | -3.7% |
Q2 2023 | $896,407 | +4.6% | 20,466 | +0.1% | 1.01% | +3.5% |
Q1 2023 | $857,360 | +14.7% | 20,447 | +10.9% | 0.98% | +10.5% |
Q4 2022 | $747,180 | +9.9% | 18,444 | +2.5% | 0.89% | -17.4% |
Q3 2022 | $680,000 | -2.3% | 17,989 | +0.7% | 1.07% | +26.7% |
Q2 2022 | $696,000 | -4.4% | 17,856 | +16.1% | 0.85% | -6.2% |
Q1 2022 | $728,000 | – | 15,381 | – | 0.90% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |