SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,040 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $504 | +5.0% | 10,630 | +9.0% | 0.01% | 0.0% |
| Q1 2024 | $480 | -13.8% | 9,748 | -17.3% | 0.01% | -25.0% |
| Q4 2023 | $557 | +19.3% | 11,793 | +4.7% | 0.01% | +14.3% |
| Q3 2023 | $467 | +4.0% | 11,263 | +9.9% | 0.01% | 0.0% |
| Q2 2023 | $449 | -99.9% | 10,252 | +31.4% | 0.01% | +16.7% |
| Q4 2022 | $316,000 | -99.9% | 7,801 | +22.1% | 0.01% | +20.0% |
| Q3 2022 | $242,000,000 | +68845.9% | 6,390 | -29.1% | 0.01% | -28.6% |
| Q2 2022 | $351,000 | -2.2% | 9,010 | +19.0% | 0.01% | +16.7% |
| Q1 2022 | $359,000 | -99.9% | 7,574 | +117.6% | 0.01% | 0.0% |
| Q4 2021 | $356,000,000 | +136823.1% | 3,481 | +34.2% | 0.01% | +20.0% |
| Q3 2021 | $260,000 | -47.6% | 2,594 | -45.5% | 0.01% | -54.5% |
| Q2 2021 | $496,000 | +24.3% | 4,760 | +18.8% | 0.01% | +10.0% |
| Q1 2021 | $399,000 | – | 4,007 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |