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 | $1,022,252 | -1.7% | 24,680 | +4.0% | 0.16% | +2.6% |
| Q2 2023 | $1,039,556 | +4.9% | 23,734 | +0.4% | 0.15% | +0.7% |
| Q1 2023 | $991,106 | +4.0% | 23,637 | +0.5% | 0.15% | +1.3% |
| Q4 2022 | $952,565 | +7.6% | 23,514 | +0.4% | 0.15% | +0.7% |
| Q3 2022 | $885,000 | -3.2% | 23,420 | -0.1% | 0.15% | -1.3% |
| Q2 2022 | $914,000 | -12.8% | 23,437 | +6.0% | 0.15% | +4.2% |
| Q1 2022 | $1,048,000 | -3.9% | 22,119 | +107.7% | 0.14% | +6.7% |
| Q4 2021 | $1,091,000 | -10.4% | 10,652 | -12.5% | 0.14% | -18.2% |
| Q3 2021 | $1,218,000 | -1.8% | 12,171 | +2.2% | 0.16% | -1.2% |
| Q2 2021 | $1,240,000 | +38.2% | 11,905 | +32.2% | 0.17% | +26.5% |
| Q1 2021 | $897,000 | +32.1% | 9,004 | +18.1% | 0.13% | +28.2% |
| Q4 2020 | $679,000 | +42.3% | 7,627 | +9.2% | 0.10% | +24.1% |
| Q3 2020 | $477,000 | +9.4% | 6,982 | +4.7% | 0.08% | -4.6% |
| Q2 2020 | $436,000 | +83.2% | 6,669 | +44.3% | 0.09% | +74.0% |
| Q1 2020 | $238,000 | +10.2% | 4,621 | +61.6% | 0.05% | +22.0% |
| Q4 2019 | $216,000 | – | 2,859 | – | 0.04% | – |
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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% |