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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $3,394,589 | +6.8% | 68,939 | +2.5% | 2.18% | -1.3% |
Q4 2023 | $3,177,976 | +23.8% | 67,273 | +8.6% | 2.21% | +9.9% |
Q3 2023 | $2,566,300 | -3.5% | 61,958 | +2.0% | 2.01% | -0.1% |
Q2 2023 | $2,659,294 | +7.4% | 60,714 | +2.8% | 2.01% | +5.7% |
Q1 2023 | $2,476,897 | +9.2% | 59,072 | +5.5% | 1.90% | +2.0% |
Q4 2022 | $2,269,040 | – | 56,012 | – | 1.87% | – |
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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% |