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 | $502,743 | +1.1% | 12,138 | +6.9% | 0.06% | 0.0% |
| Q2 2023 | $497,352 | +27.6% | 11,355 | +22.1% | 0.06% | +15.7% |
| Q1 2023 | $389,812 | +121.4% | 9,297 | +114.0% | 0.05% | +96.2% |
| Q4 2022 | $176,029 | -17.0% | 4,345 | -22.4% | 0.03% | -25.7% |
| Q3 2022 | $212,000 | -51.3% | 5,597 | -49.9% | 0.04% | -50.7% |
| Q2 2022 | $435,000 | -36.5% | 11,169 | -22.8% | 0.07% | -31.7% |
| Q1 2022 | $685,000 | -1.0% | 14,459 | +113.9% | 0.10% | 0.0% |
| Q4 2021 | $692,000 | +33.1% | 6,759 | +30.2% | 0.10% | +20.9% |
| Q3 2021 | $520,000 | +0.6% | 5,190 | +4.5% | 0.09% | -4.4% |
| Q2 2021 | $517,000 | +39.7% | 4,965 | +33.7% | 0.09% | +25.0% |
| Q1 2021 | $370,000 | +12233.3% | 3,714 | +8153.3% | 0.07% | +3500.0% |
| Q4 2018 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | – | 45 | – | 0.00% | – |
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% |