SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,325 | -5.5% | 32 | 0.0% | 0.00% | – |
| Q2 2023 | $1,402 | -96.9% | 32 | -97.1% | 0.00% | -100.0% |
| Q1 2023 | $45,794 | +3433.5% | 1,092 | +3312.5% | 0.00% | – |
| Q4 2022 | $1,296 | -89.2% | 32 | -79.4% | 0.00% | -100.0% |
| Q4 2019 | $12,000 | +9.1% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +22.2% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -25.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $12,000 | +9.1% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | – | 155 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 201,177 | $20,601,000 | 13.24% |
| Strategic Financial Planning, Inc. | 163,200 | $16,712,000 | 12.01% |
| Financial Advisors, LLC | 364,323 | $37,307,000 | 11.37% |
| COLUMBIA ADVISORY PARTNERS LLC | 98,678 | $10,105,000 | 10.07% |
| FIDELIS iM, LLC | 165,544 | $16,952,000 | 9.68% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 225,880 | $23,130,000 | 9.50% |
| Mokosak Advisory Group, LLC | 205,964 | $21,092,000 | 8.09% |
| Ascension Capital Advisors, Inc. | 115,174 | $11,794,000 | 7.73% |
| Scarborough Advisors, LLC | 210,617 | $21,567,000 | 7.41% |
| Charles Schwab Investment Advisory, Inc. | 44,633,989 | $4,570,520,000 | 7.17% |