SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,040 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $616,905 | -90.6% | 13,001 | -90.3% | 0.15% | -91.0% |
Q1 2024 | $6,569,546 | +4.5% | 133,419 | +0.2% | 1.70% | -1.3% |
Q4 2023 | $6,289,315 | +20.3% | 133,135 | +5.5% | 1.72% | +9.6% |
Q3 2023 | $5,226,706 | -43.5% | 126,188 | -40.2% | 1.57% | -42.6% |
Q2 2023 | $9,247,452 | +9.2% | 211,129 | +4.5% | 2.74% | +0.5% |
Q1 2023 | $8,471,347 | +2.6% | 202,035 | -0.9% | 2.72% | -0.6% |
Q4 2022 | $8,259,956 | – | 203,899 | – | 2.74% | – |
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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% |