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 | $237,823 | -12.3% | 6,009 | -2.4% | 0.21% | +0.5% |
| Q2 2023 | $271,152 | +7.5% | 6,156 | +0.7% | 0.21% | +2.9% |
| Q1 2023 | $252,299 | -39.0% | 6,115 | -40.5% | 0.20% | -44.3% |
| Q4 2022 | $413,789 | -6.2% | 10,278 | -6.7% | 0.37% | -7.3% |
| Q3 2022 | $441,000 | -2.6% | 11,017 | -5.1% | 0.40% | -8.1% |
| Q2 2022 | $453,000 | -22.0% | 11,612 | -5.1% | 0.43% | -3.4% |
| Q1 2022 | $581,000 | +1.2% | 12,235 | +118.1% | 0.45% | +9.8% |
| Q4 2021 | $574,000 | – | 5,610 | – | 0.41% | – |
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% |