SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $497,294 | -6.0% | 12,006 | -0.6% | 0.04% | -2.5% |
Q2 2023 | $529,154 | +6.6% | 12,081 | +2.0% | 0.04% | 0.0% |
Q1 2023 | $496,499 | +8.8% | 11,841 | +5.1% | 0.04% | +5.3% |
Q4 2022 | $456,391 | +4.9% | 11,266 | -2.0% | 0.04% | -2.6% |
Q3 2022 | $435,000 | +1.2% | 11,501 | +4.2% | 0.04% | 0.0% |
Q2 2022 | $430,000 | -12.4% | 11,033 | +6.4% | 0.04% | +5.4% |
Q1 2022 | $491,000 | +6.7% | 10,368 | +130.9% | 0.04% | +12.1% |
Q4 2021 | $460,000 | +1.5% | 4,491 | -0.7% | 0.03% | -5.7% |
Q3 2021 | $453,000 | -2.6% | 4,521 | +1.4% | 0.04% | -2.8% |
Q2 2021 | $465,000 | +5.0% | 4,459 | +0.3% | 0.04% | 0.0% |
Q1 2021 | $443,000 | +11.0% | 4,447 | -0.9% | 0.04% | +5.9% |
Q4 2020 | $399,000 | +29.5% | 4,486 | -0.3% | 0.03% | +13.3% |
Q3 2020 | $308,000 | +4.8% | 4,501 | 0.0% | 0.03% | -3.2% |
Q2 2020 | $294,000 | -3.3% | 4,501 | -23.7% | 0.03% | -20.5% |
Q1 2020 | $304,000 | -30.0% | 5,899 | +2.7% | 0.04% | -11.4% |
Q4 2019 | $434,000 | +8.5% | 5,742 | 0.0% | 0.04% | +2.3% |
Q3 2019 | $400,000 | -2.4% | 5,742 | 0.0% | 0.04% | -4.4% |
Q2 2019 | $410,000 | +5.4% | 5,742 | +3.3% | 0.04% | +4.7% |
Q1 2019 | $389,000 | +20.4% | 5,557 | +4.3% | 0.04% | +7.5% |
Q4 2018 | $323,000 | -29.2% | 5,330 | -10.9% | 0.04% | -16.7% |
Q3 2018 | $456,000 | +7.0% | 5,985 | +3.3% | 0.05% | 0.0% |
Q2 2018 | $426,000 | +9.5% | 5,795 | +3.1% | 0.05% | +6.7% |
Q1 2018 | $389,000 | +4.6% | 5,620 | +5.3% | 0.04% | +9.8% |
Q4 2017 | $372,000 | +6.0% | 5,335 | +2.4% | 0.04% | 0.0% |
Q3 2017 | $351,000 | +7.3% | 5,210 | +1.8% | 0.04% | +2.5% |
Q2 2017 | $327,000 | -29.2% | 5,116 | -30.3% | 0.04% | -31.0% |
Q1 2017 | $462,000 | +167.1% | 7,336 | +144.0% | 0.06% | +141.7% |
Q1 2015 | $173,000 | – | 3,006 | – | 0.02% | – |
Download |
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% |