SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,031 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,755 | -3.6% | 163 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $8,048 | +168.5% | 163 | +158.7% | 0.00% | +100.0% |
Q4 2023 | $2,997 | +14.0% | 63 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $2,628 | -5.4% | 63 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $2,779 | +4.5% | 63 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $2,660 | -45.9% | 63 | -47.9% | 0.00% | -50.0% |
Q4 2022 | $4,919 | – | 121 | – | 0.00% | – |
Download |
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% |