SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,425,749 | -3.8% | 82,708 | +1.7% | 0.19% | -1.5% |
| Q2 2023 | $3,561,617 | +4.0% | 81,315 | -0.4% | 0.20% | -1.0% |
| Q1 2023 | $3,423,095 | +2.5% | 81,638 | -1.0% | 0.20% | -5.3% |
| Q4 2022 | $3,339,530 | +4.7% | 82,437 | -2.3% | 0.21% | -1.9% |
| Q3 2022 | $3,190,000 | -8.0% | 84,399 | -5.1% | 0.21% | +0.5% |
| Q2 2022 | $3,468,000 | -17.8% | 88,953 | -0.1% | 0.21% | -4.5% |
| Q1 2022 | $4,217,000 | -6.9% | 89,032 | +101.2% | 0.22% | -3.9% |
| Q4 2021 | $4,531,000 | +2.3% | 44,249 | 0.0% | 0.23% | -7.6% |
| Q3 2021 | $4,429,000 | -3.8% | 44,249 | +0.2% | 0.25% | -6.0% |
| Q2 2021 | $4,603,000 | +6.2% | 44,182 | +1.6% | 0.26% | -8.3% |
| Q1 2021 | $4,336,000 | +11.2% | 43,501 | -0.7% | 0.29% | +3.6% |
| Q4 2020 | $3,899,000 | +30.3% | 43,806 | 0.0% | 0.28% | +19.7% |
| Q3 2020 | $2,993,000 | +4.6% | 43,806 | 0.0% | 0.23% | -4.9% |
| Q2 2020 | $2,862,000 | +78.1% | 43,806 | +40.5% | 0.24% | +52.2% |
| Q1 2020 | $1,607,000 | -33.8% | 31,186 | -2.9% | 0.16% | -16.6% |
| Q4 2019 | $2,428,000 | +8.4% | 32,105 | 0.0% | 0.19% | +4.9% |
| Q3 2019 | $2,239,000 | -8.2% | 32,105 | -5.9% | 0.18% | -12.0% |
| Q2 2019 | $2,438,000 | +8.2% | 34,105 | +5.8% | 0.21% | +5.0% |
| Q1 2019 | $2,254,000 | +13.3% | 32,235 | -1.7% | 0.20% | +3.1% |
| Q4 2018 | $1,990,000 | – | 32,790 | – | 0.19% | – |
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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% |