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 | $23 | -4.2% | 550 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $24 | +4.3% | 550 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $23 | +4.5% | 550 | 0.0% | 0.03% | +3.7% |
| Q4 2022 | $22 | -99.9% | 550 | 0.0% | 0.03% | +3.8% |
| Q3 2022 | $21,000 | 0.0% | 550 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $21,000 | -19.2% | 550 | 0.0% | 0.03% | -7.1% |
| Q1 2022 | $26,000 | -16.1% | 550 | +84.6% | 0.03% | -9.7% |
| Q4 2021 | $31,000 | +3.3% | 298 | 0.0% | 0.03% | -6.1% |
| Q3 2021 | $30,000 | 0.0% | 298 | +2.4% | 0.03% | +6.5% |
| Q2 2021 | $30,000 | +3.4% | 291 | 0.0% | 0.03% | +24.0% |
| Q1 2021 | $29,000 | +11.5% | 291 | 0.0% | 0.02% | +19.0% |
| Q4 2020 | $26,000 | +30.0% | 291 | 0.0% | 0.02% | +10.5% |
| Q3 2020 | $20,000 | +11.1% | 291 | +5.8% | 0.02% | +11.8% |
| Q2 2020 | $18,000 | +28.6% | 275 | 0.0% | 0.02% | +13.3% |
| Q1 2020 | $14,000 | -83.7% | 275 | -75.8% | 0.02% | -78.3% |
| Q4 2019 | $86,000 | +8.9% | 1,135 | 0.0% | 0.07% | +6.2% |
| Q3 2019 | $79,000 | -2.5% | 1,135 | 0.0% | 0.06% | +3.2% |
| Q2 2019 | $81,000 | +326.3% | 1,135 | +312.7% | 0.06% | +320.0% |
| Q1 2019 | $19,000 | +11.8% | 275 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $17,000 | -19.0% | 275 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $21,000 | – | 275 | – | 0.02% | – |
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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% |