SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,694 | -5.1% | 5,038 | +0.4% | 0.01% | -16.7% |
| Q2 2023 | $219,867 | +4.8% | 5,020 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $209,740 | +3.9% | 5,002 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $201,947 | +8.0% | 4,985 | +0.5% | 0.01% | -14.3% |
| Q3 2022 | $187,000 | -3.1% | 4,960 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $193,000 | -17.2% | 4,943 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $233,000 | -7.5% | 4,925 | +100.3% | 0.01% | -12.5% |
| Q4 2021 | $252,000 | +2.9% | 2,459 | +0.5% | 0.01% | -11.1% |
| Q3 2021 | $245,000 | -3.5% | 2,447 | +0.3% | 0.01% | -10.0% |
| Q2 2021 | $254,000 | +17.6% | 2,440 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $216,000 | +30.9% | 2,430 | +0.4% | 0.01% | +25.0% |
| Q4 2020 | $165,000 | 0.0% | 2,421 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $165,000 | +4.4% | 2,421 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $158,000 | +27.4% | 2,411 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $124,000 | -31.5% | 2,407 | +0.5% | 0.01% | -18.2% |
| Q4 2019 | $181,000 | +9.0% | 2,396 | +1.2% | 0.01% | -15.4% |
| Q1 2019 | $166,000 | – | 2,367 | – | 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% |