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 | $9,812 | -0.8% | 236,889 | +4.9% | 0.02% | 0.0% |
| Q2 2023 | $9,887 | +32.1% | 225,732 | +26.5% | 0.02% | +25.0% |
| Q1 2023 | $7,483 | +11.2% | 178,483 | +7.4% | 0.02% | 0.0% |
| Q4 2022 | $6,729 | -99.9% | 166,122 | -8.2% | 0.02% | -11.1% |
| Q3 2022 | $6,842,000 | +6.4% | 181,025 | +9.8% | 0.02% | +5.9% |
| Q2 2022 | $6,428,000 | -16.5% | 164,886 | +1.4% | 0.02% | -5.6% |
| Q1 2022 | $7,698,000 | -13.3% | 162,558 | +87.5% | 0.02% | -10.0% |
| Q4 2021 | $8,876,000 | +6.0% | 86,680 | +3.6% | 0.02% | -4.8% |
| Q3 2021 | $8,377,000 | +5.9% | 83,690 | +10.2% | 0.02% | +5.0% |
| Q2 2021 | $7,909,000 | +7.7% | 75,923 | +3.0% | 0.02% | -4.8% |
| Q1 2021 | $7,343,000 | +29.9% | 73,680 | +16.0% | 0.02% | +23.5% |
| Q4 2020 | $5,651,000 | +32.4% | 63,501 | +1.6% | 0.02% | +13.3% |
| Q3 2020 | $4,269,000 | -4.2% | 62,486 | -8.3% | 0.02% | -11.8% |
| Q2 2020 | $4,454,000 | +32.4% | 68,168 | +4.4% | 0.02% | +6.2% |
| Q1 2020 | $3,364,000 | -39.4% | 65,308 | -11.0% | 0.02% | -23.8% |
| Q4 2019 | $5,552,000 | +7.0% | 73,407 | -1.3% | 0.02% | -4.5% |
| Q3 2019 | $5,188,000 | -0.8% | 74,404 | +1.6% | 0.02% | -4.3% |
| Q2 2019 | $5,232,000 | +2.7% | 73,203 | +0.5% | 0.02% | -4.2% |
| Q1 2019 | $5,092,000 | +37.1% | 72,825 | +19.0% | 0.02% | +20.0% |
| Q4 2018 | $3,715,000 | -33.5% | 61,223 | -16.6% | 0.02% | -25.9% |
| Q3 2018 | $5,590,000 | +55.3% | 73,399 | +50.0% | 0.03% | +42.1% |
| Q2 2018 | $3,599,000 | -37.2% | 48,921 | -41.0% | 0.02% | -38.7% |
| Q1 2018 | $5,730,000 | -2.9% | 82,894 | -2.0% | 0.03% | -3.1% |
| Q4 2017 | $5,900,000 | – | 84,596 | – | 0.03% | – |
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% |