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 | $347,141 | -4.2% | 8,381 | +1.3% | 0.18% | -2.2% |
| Q2 2023 | $362,314 | -2.4% | 8,272 | -6.6% | 0.18% | -10.3% |
| Q1 2023 | $371,248 | +4.7% | 8,854 | +1.1% | 0.20% | -1.5% |
| Q4 2022 | $354,625 | +104509.1% | 8,754 | -2.3% | 0.21% | -4.6% |
| Q3 2022 | $339 | -13.7% | 8,961 | -11.0% | 0.22% | -9.2% |
| Q2 2022 | $393 | -17.4% | 10,069 | +0.2% | 0.24% | -2.9% |
| Q1 2022 | $476 | -7.6% | 10,052 | +100.0% | 0.24% | -4.3% |
| Q4 2021 | $515 | +2.4% | 5,026 | 0.0% | 0.26% | -8.9% |
| Q3 2021 | $503 | -6.7% | 5,026 | -2.9% | 0.28% | -9.4% |
| Q2 2021 | $539 | +4.5% | 5,178 | 0.0% | 0.31% | -5.2% |
| Q1 2021 | $516 | +11.9% | 5,178 | 0.0% | 0.33% | +3.8% |
| Q4 2020 | $461 | +32.1% | 5,178 | +1.3% | 0.32% | +15.4% |
| Q3 2020 | $349 | +4.5% | 5,113 | 0.0% | 0.27% | -5.2% |
| Q2 2020 | $334 | +26.0% | 5,113 | -0.9% | 0.29% | -1.0% |
| Q1 2020 | $265 | – | 5,158 | – | 0.29% | – |
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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% |