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 | $2,304,339 | -8.0% | 55,633 | -2.7% | 0.09% | +3.3% |
| Q2 2023 | $2,504,472 | -0.6% | 57,180 | -4.9% | 0.09% | -1.1% |
| Q1 2023 | $2,520,237 | +4.1% | 60,106 | +0.5% | 0.09% | -3.2% |
| Q4 2022 | $2,421,854 | +0.5% | 59,784 | -6.3% | 0.10% | -11.2% |
| Q3 2022 | $2,411,000 | +4.2% | 63,772 | +7.5% | 0.11% | +10.3% |
| Q2 2022 | $2,313,000 | -20.0% | 59,320 | -2.8% | 0.10% | -4.0% |
| Q1 2022 | $2,892,000 | -8.4% | 61,059 | +98.0% | 0.10% | -4.7% |
| Q4 2021 | $3,157,000 | +16.0% | 30,833 | +13.4% | 0.11% | +5.0% |
| Q3 2021 | $2,722,000 | +76.8% | 27,195 | +84.0% | 0.10% | +50.7% |
| Q2 2021 | $1,540,000 | +7.6% | 14,778 | +2.9% | 0.07% | -10.7% |
| Q1 2021 | $1,431,000 | +12.1% | 14,361 | +0.2% | 0.08% | +2.7% |
| Q4 2020 | $1,276,000 | +26.5% | 14,333 | -0.9% | 0.07% | +14.1% |
| Q3 2020 | $1,009,000 | +102.2% | 14,463 | +89.3% | 0.06% | +82.9% |
| Q2 2020 | $499,000 | +27.0% | 7,642 | +0.2% | 0.04% | +9.4% |
| Q1 2020 | $393,000 | – | 7,630 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |