SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,069 | -4.4% | 8,935 | +1.1% | 0.01% | 0.0% |
| Q2 2023 | $387,146 | +9.7% | 8,839 | +5.1% | 0.01% | +8.3% |
| Q1 2023 | $352,787 | -15.3% | 8,414 | -18.2% | 0.01% | -25.0% |
| Q4 2022 | $416,635 | +3.4% | 10,285 | -3.6% | 0.02% | -5.9% |
| Q3 2022 | $403,000 | -2.9% | 10,664 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $415,000 | -5.9% | 10,643 | +6.0% | 0.02% | -5.6% |
| Q1 2022 | $441,000 | -21.5% | 10,044 | +82.9% | 0.02% | -10.0% |
| Q4 2021 | $562,000 | +0.2% | 5,492 | -2.1% | 0.02% | -9.1% |
| Q3 2021 | $561,000 | -4.6% | 5,609 | -0.6% | 0.02% | -4.3% |
| Q2 2021 | $588,000 | +6.3% | 5,641 | +1.7% | 0.02% | -4.2% |
| Q1 2021 | $553,000 | +10.4% | 5,548 | -1.5% | 0.02% | 0.0% |
| Q4 2020 | $501,000 | +45.6% | 5,631 | +11.9% | 0.02% | +26.3% |
| Q3 2020 | $344,000 | +10.3% | 5,032 | +5.5% | 0.02% | 0.0% |
| Q2 2020 | $312,000 | +41.2% | 4,769 | +11.0% | 0.02% | +18.8% |
| Q1 2020 | $221,000 | -26.3% | 4,296 | +8.2% | 0.02% | -11.1% |
| Q4 2019 | $300,000 | +7.9% | 3,969 | -0.6% | 0.02% | 0.0% |
| Q3 2019 | $278,000 | +10.3% | 3,991 | +13.1% | 0.02% | +12.5% |
| Q2 2019 | $252,000 | +10.5% | 3,530 | +8.3% | 0.02% | +6.7% |
| Q1 2019 | $228,000 | +159.1% | 3,258 | +181.6% | 0.02% | +200.0% |
| Q3 2018 | $88,000 | -80.6% | 1,157 | -85.9% | 0.01% | -89.1% |
| Q4 2014 | $453,000 | +8.1% | 8,210 | +0.7% | 0.05% | 0.0% |
| Q3 2014 | $419,000 | -53.8% | 8,150 | -50.7% | 0.05% | -52.6% |
| Q2 2014 | $907,000 | -14.9% | 16,540 | -16.8% | 0.10% | -19.2% |
| Q1 2014 | $1,066,000 | -24.6% | 19,890 | -26.2% | 0.12% | -28.6% |
| Q4 2013 | $1,414,000 | -1.0% | 26,935 | -9.1% | 0.17% | -12.0% |
| Q3 2013 | $1,428,000 | +41.9% | 29,620 | +29.5% | 0.19% | +24.0% |
| Q2 2013 | $1,006,000 | – | 22,865 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |