SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948,062 | +22.5% | 22,889 | +29.5% | 0.01% | +27.3% |
| Q2 2023 | $774,209 | +37.9% | 17,676 | +32.0% | 0.01% | +22.2% |
| Q1 2023 | $561,317 | +4.9% | 13,387 | +1.4% | 0.01% | 0.0% |
| Q4 2022 | $534,894 | +4.7% | 13,204 | -2.2% | 0.01% | -10.0% |
| Q3 2022 | $511,000 | +1.0% | 13,506 | +4.0% | 0.01% | 0.0% |
| Q2 2022 | $506,000 | +0.2% | 12,982 | +21.7% | 0.01% | +25.0% |
| Q1 2022 | $505,000 | -0.6% | 10,665 | +115.1% | 0.01% | 0.0% |
| Q4 2021 | $508,000 | +3.5% | 4,958 | +1.1% | 0.01% | 0.0% |
| Q3 2021 | $491,000 | +1.4% | 4,906 | +5.7% | 0.01% | 0.0% |
| Q2 2021 | $484,000 | +6.1% | 4,642 | +1.5% | 0.01% | -20.0% |
| Q1 2021 | $456,000 | +23.2% | 4,572 | +10.0% | 0.01% | +25.0% |
| Q4 2020 | $370,000 | +31.2% | 4,158 | +0.8% | 0.01% | +14.3% |
| Q3 2020 | $282,000 | -6.6% | 4,125 | -10.8% | 0.01% | -22.2% |
| Q2 2020 | $302,000 | +16.6% | 4,625 | -8.0% | 0.01% | 0.0% |
| Q1 2020 | $259,000 | -11.0% | 5,025 | +30.4% | 0.01% | 0.0% |
| Q4 2019 | $291,000 | – | 3,853 | – | 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% |