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 | $282,029 | -6.2% | 6,809 | -0.8% | 0.02% | 0.0% |
| Q2 2023 | $300,643 | +11.9% | 6,864 | +7.1% | 0.02% | +4.8% |
| Q1 2023 | $268,771 | +397.7% | 6,410 | +350.8% | 0.02% | +600.0% |
| Q3 2022 | $54,000 | +1700.0% | 1,422 | +1931.4% | 0.00% | – |
| Q2 2022 | $3,000 | -86.4% | 70 | -84.6% | 0.00% | -100.0% |
| Q1 2022 | $22,000 | -31.2% | 454 | +43.7% | 0.00% | -66.7% |
| Q4 2021 | $32,000 | -5.9% | 316 | -7.1% | 0.00% | +50.0% |
| Q3 2021 | $34,000 | -2.9% | 340 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | +52.2% | 340 | +49.1% | 0.00% | +100.0% |
| Q1 2021 | $23,000 | +15.0% | 228 | 0.0% | 0.00% | -75.0% |
| Q4 2020 | $20,000 | – | 228 | – | 0.00% | – |
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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% |