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 | $1,345,488 | -5.3% | 32,484 | +0.1% | 1.42% | +1.1% |
| Q2 2023 | $1,421,047 | +4.6% | 32,444 | +0.1% | 1.40% | -0.3% |
| Q1 2023 | $1,359,035 | +2.0% | 32,412 | -1.4% | 1.41% | -2.0% |
| Q4 2022 | $1,331,887 | +12.7% | 32,878 | +5.1% | 1.44% | -69.1% |
| Q3 2022 | $1,182,000 | -7.1% | 31,279 | -4.1% | 4.64% | +225.1% |
| Q2 2022 | $1,272,000 | -14.6% | 32,608 | +3.8% | 1.43% | +5.4% |
| Q1 2022 | $1,489,000 | -10.1% | 31,421 | +94.2% | 1.36% | -3.2% |
| Q4 2021 | $1,657,000 | – | 16,177 | – | 1.40% | – |
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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% |