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 | $225,781 | -4.3% | 5,451 | +1.2% | 0.03% | -6.9% |
| Q2 2023 | $236,038 | +6.3% | 5,389 | +1.8% | 0.03% | 0.0% |
| Q1 2023 | $221,977 | +3.5% | 5,294 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $214,460 | -37.3% | 5,294 | +61.4% | 0.03% | -3.3% |
| Q2 2021 | $342,000 | +3.3% | 3,281 | -1.2% | 0.03% | +11.1% |
| Q1 2021 | $331,000 | +11.8% | 3,321 | 0.0% | 0.03% | +22.7% |
| Q4 2020 | $296,000 | +30.4% | 3,321 | 0.0% | 0.02% | +22.2% |
| Q3 2020 | $227,000 | +3.7% | 3,321 | -0.9% | 0.02% | +12.5% |
| Q2 2020 | $219,000 | -6.4% | 3,351 | 0.0% | 0.02% | -11.1% |
| Q3 2019 | $234,000 | -7.1% | 3,351 | -4.8% | 0.02% | +63.6% |
| Q2 2019 | $252,000 | +1.6% | 3,521 | -0.6% | 0.01% | 0.0% |
| Q1 2019 | $248,000 | +21.0% | 3,541 | +4.6% | 0.01% | +10.0% |
| Q4 2018 | $205,000 | -24.9% | 3,385 | -5.6% | 0.01% | -16.7% |
| Q3 2018 | $273,000 | -3.5% | 3,585 | -7.0% | 0.01% | -7.7% |
| Q2 2018 | $283,000 | +6.4% | 3,853 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $266,000 | -0.4% | 3,853 | +0.6% | 0.01% | +8.3% |
| Q4 2017 | $267,000 | +9.9% | 3,831 | +6.4% | 0.01% | 0.0% |
| Q3 2017 | $243,000 | – | 3,601 | – | 0.01% | – |
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% |