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 | $1,041,910 | -14.1% | 25,161 | -9.2% | 0.02% | -9.5% |
| Q2 2023 | $1,212,845 | -16.9% | 27,697 | -20.4% | 0.02% | -22.2% |
| Q1 2023 | $1,459,743 | -16.1% | 34,814 | -19.0% | 0.03% | -20.6% |
| Q4 2022 | $1,740,523 | +155.6% | 42,976 | +138.3% | 0.03% | +142.9% |
| Q3 2022 | $681,000 | -3.0% | 18,033 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $702,000 | -23.0% | 18,004 | -6.5% | 0.01% | -6.7% |
| Q1 2022 | $912,000 | +1.2% | 19,254 | +118.8% | 0.02% | 0.0% |
| Q4 2021 | $901,000 | +2.3% | 8,800 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $881,000 | -3.9% | 8,800 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $917,000 | -0.2% | 8,800 | -4.6% | 0.02% | -11.1% |
| Q1 2021 | $919,000 | +11.9% | 9,225 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $821,000 | +30.3% | 9,225 | 0.0% | 0.02% | +20.0% |
| Q3 2020 | $630,000 | +4.5% | 9,225 | 0.0% | 0.02% | -11.8% |
| Q2 2020 | $603,000 | +26.9% | 9,225 | 0.0% | 0.02% | +6.2% |
| Q1 2020 | $475,000 | +23650.0% | 9,225 | +32846.4% | 0.02% | – |
| Q1 2019 | $2,000 | -93.3% | 28 | -94.3% | 0.00% | -100.0% |
| Q4 2018 | $30,000 | – | 490 | – | 0.00% | – |
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% |