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 | $397,149 | -3.5% | 9,588 | +2.1% | 0.06% | +3.4% |
| Q2 2023 | $411,373 | +8.4% | 9,392 | +3.8% | 0.06% | +1.7% |
| Q1 2023 | $379,502 | +2.8% | 9,051 | -0.7% | 0.06% | -7.9% |
| Q4 2022 | $369,071 | +7.9% | 9,111 | +0.6% | 0.06% | +1.6% |
| Q3 2022 | $342,000 | -3.9% | 9,053 | -0.7% | 0.06% | 0.0% |
| Q2 2022 | $356,000 | -33.3% | 9,118 | +74.9% | 0.06% | -8.8% |
| Q1 2022 | $534,000 | 0.0% | 5,214 | 0.0% | 0.07% | +1.5% |
| Q4 2021 | $534,000 | -2.9% | 5,214 | -5.1% | 0.07% | -9.5% |
| Q3 2021 | $550,000 | -0.4% | 5,494 | +3.6% | 0.07% | -1.3% |
| Q2 2021 | $552,000 | +13.1% | 5,302 | +8.3% | 0.08% | 0.0% |
| Q1 2021 | $488,000 | +13.8% | 4,897 | +1.6% | 0.08% | +13.6% |
| Q4 2020 | $429,000 | +89.8% | 4,820 | +45.8% | 0.07% | +57.1% |
| Q3 2020 | $226,000 | -8.1% | 3,307 | -12.0% | 0.04% | -19.2% |
| Q2 2020 | $246,000 | +13.9% | 3,759 | +21.0% | 0.05% | -18.8% |
| Q4 2017 | $216,000 | +3.8% | 3,107 | +0.7% | 0.06% | -4.5% |
| Q3 2017 | $208,000 | – | 3,084 | – | 0.07% | – |
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% |