SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,091 | -5.3% | 50,488 | +0.1% | 0.04% | 0.0% |
| Q2 2023 | $2,208 | +7.0% | 50,420 | +2.6% | 0.04% | 0.0% |
| Q1 2023 | $2,064 | +7.3% | 49,151 | +3.5% | 0.04% | +2.6% |
| Q4 2022 | $1,924 | -99.9% | 47,489 | +16.6% | 0.04% | +22.6% |
| Q3 2022 | $1,540,000 | +0.7% | 40,734 | +3.9% | 0.03% | -11.4% |
| Q2 2022 | $1,529,000 | -6.2% | 39,213 | +13.9% | 0.04% | +9.4% |
| Q1 2022 | $1,630,000 | +3.4% | 34,419 | +123.5% | 0.03% | +6.7% |
| Q4 2021 | $1,577,000 | +6.3% | 15,399 | +3.9% | 0.03% | -3.2% |
| Q3 2021 | $1,483,000 | -3.6% | 14,823 | +0.4% | 0.03% | -16.2% |
| Q2 2021 | $1,539,000 | +11.5% | 14,770 | +6.7% | 0.04% | +2.8% |
| Q1 2021 | $1,380,000 | – | 13,846 | – | 0.04% | – |
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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% |