SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,351,120 | -13.1% | 32,620 | -8.1% | 0.29% | +2.5% |
| Q2 2023 | $1,554,374 | +3.9% | 35,488 | -0.6% | 0.28% | -5.7% |
| Q1 2023 | $1,496,539 | +4.1% | 35,691 | +0.6% | 0.30% | -7.2% |
| Q4 2022 | $1,437,619 | +5.3% | 35,488 | -1.7% | 0.32% | -6.7% |
| Q3 2022 | $1,365,000 | -3.0% | 36,091 | 0.0% | 0.34% | +5.6% |
| Q2 2022 | $1,407,000 | -17.5% | 36,091 | +0.3% | 0.32% | +3.8% |
| Q1 2022 | $1,705,000 | -7.7% | 36,000 | +99.5% | 0.31% | -44.2% |
| Q4 2021 | $1,848,000 | -49.1% | 18,044 | -50.2% | 0.56% | -73.0% |
| Q3 2021 | $3,628,000 | +73.1% | 36,238 | +80.1% | 2.07% | +321.3% |
| Q2 2021 | $2,096,000 | +12.0% | 20,118 | +7.1% | 0.49% | -15.0% |
| Q1 2021 | $1,872,000 | +5.8% | 18,777 | -5.6% | 0.58% | +11.8% |
| Q4 2020 | $1,770,000 | +29.7% | 19,886 | -0.4% | 0.52% | +45.1% |
| Q3 2020 | $1,365,000 | +5.2% | 19,971 | +0.6% | 0.36% | -5.3% |
| Q2 2020 | $1,297,000 | +35.1% | 19,860 | 0.0% | 0.38% | +22.0% |
| Q1 2020 | $960,000 | -39.4% | 19,860 | -5.2% | 0.31% | -15.3% |
| Q4 2019 | $1,585,000 | +11.2% | 20,948 | +2.5% | 0.36% | -53.7% |
| Q3 2019 | $1,426,000 | -9.7% | 20,447 | -7.5% | 0.79% | -4.8% |
| Q2 2019 | $1,580,000 | +4.6% | 22,099 | +2.4% | 0.83% | -28.5% |
| Q1 2019 | $1,510,000 | +15.4% | 21,581 | -0.0% | 1.16% | +22.3% |
| Q4 2018 | $1,309,000 | -12.7% | 21,591 | +9.6% | 0.95% | -0.1% |
| Q3 2018 | $1,500,000 | +74900.0% | 19,695 | +109316.7% | 0.95% | +47300.0% |
| Q2 2018 | $2,000 | -99.8% | 18 | -99.9% | 0.00% | -99.8% |
| Q1 2018 | $1,309,000 | +18.8% | 18,948 | +19.9% | 1.00% | +9.0% |
| Q4 2017 | $1,102,000 | – | 15,806 | – | 0.91% | – |
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% |