SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $771,406 | -8.1% | 18,624 | -2.8% | 0.08% | -5.7% |
| Q2 2023 | $838,945 | -17.9% | 19,154 | -21.4% | 0.09% | -20.2% |
| Q1 2023 | $1,022,337 | +14.6% | 24,382 | +10.7% | 0.11% | +7.9% |
| Q4 2022 | $892,233 | +8.1% | 22,025 | +0.9% | 0.10% | -1.9% |
| Q3 2022 | $825,000 | -2.5% | 21,829 | +0.6% | 0.10% | -1.0% |
| Q2 2022 | $846,000 | -17.4% | 21,695 | +0.4% | 0.10% | -11.9% |
| Q1 2022 | $1,024,000 | -7.1% | 21,614 | +100.9% | 0.12% | -16.3% |
| Q4 2021 | $1,102,000 | +2.2% | 10,757 | -0.1% | 0.14% | -10.2% |
| Q3 2021 | $1,078,000 | -4.8% | 10,767 | -0.9% | 0.16% | -11.8% |
| Q2 2021 | $1,132,000 | +4.5% | 10,866 | 0.0% | 0.18% | -3.3% |
| Q1 2021 | $1,083,000 | +12.0% | 10,866 | 0.0% | 0.18% | +2.2% |
| Q4 2020 | $967,000 | +27.4% | 10,866 | -2.2% | 0.18% | +10.4% |
| Q3 2020 | $759,000 | +4.5% | 11,111 | 0.0% | 0.16% | -6.3% |
| Q2 2020 | $726,000 | +27.6% | 11,111 | +0.6% | 0.17% | +10.8% |
| Q1 2020 | $569,000 | – | 11,042 | – | 0.16% | – |
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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% |