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 | $940,556 | -5.4% | 22,708 | 0.0% | 0.37% | -3.9% |
| Q2 2023 | $994,600 | +4.5% | 22,708 | 0.0% | 0.38% | +1.9% |
| Q1 2023 | $952,137 | +3.5% | 22,708 | 0.0% | 0.38% | +0.3% |
| Q4 2022 | $919,892 | +7.2% | 22,708 | 0.0% | 0.38% | +0.8% |
| Q3 2022 | $858,354 | -48.7% | 22,708 | -47.1% | 0.37% | -48.0% |
| Q2 2022 | $1,673,130 | +62.3% | 42,912 | +97.2% | 0.72% | +82.5% |
| Q1 2022 | $1,030,685 | -7.5% | 21,763 | +100.0% | 0.39% | -4.6% |
| Q4 2021 | $1,114,292 | +2.3% | 10,882 | 0.0% | 0.41% | -1.4% |
| Q3 2021 | $1,089,264 | -3.9% | 10,882 | 0.0% | 0.42% | -15.0% |
| Q2 2021 | $1,133,662 | +4.5% | 10,882 | 0.0% | 0.49% | -5.4% |
| Q1 2021 | $1,084,585 | +12.0% | 10,882 | 0.0% | 0.52% | +8.5% |
| Q4 2020 | $968,476 | +24.6% | 10,882 | -4.4% | 0.48% | +11.6% |
| Q3 2020 | $777,399 | +4.6% | 11,379 | +0.1% | 0.43% | -2.5% |
| Q2 2020 | $742,947 | -56.6% | 11,370 | -65.8% | 0.44% | -66.8% |
| Q1 2020 | $1,713,690 | – | 33,263 | – | 1.33% | – |
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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% |