SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $813 | -44.0% | 19,624 | -40.8% | 0.13% | -42.7% |
| Q2 2023 | $1,451 | -99.9% | 33,122 | -27.4% | 0.22% | -29.9% |
| Q1 2023 | $1,914,002 | +775.0% | 45,648 | +745.3% | 0.31% | +705.1% |
| Q4 2022 | $218,754 | -7.7% | 5,400 | +7.8% | 0.04% | -9.3% |
| Q1 2022 | $237,000 | -10.6% | 5,010 | +93.4% | 0.04% | -10.4% |
| Q4 2021 | $265,000 | +2.3% | 2,590 | 0.0% | 0.05% | -7.7% |
| Q3 2021 | $259,000 | -4.1% | 2,590 | +0.1% | 0.05% | -1.9% |
| Q2 2021 | $270,000 | +7.6% | 2,588 | +2.8% | 0.05% | 0.0% |
| Q1 2021 | $251,000 | +9.6% | 2,518 | -2.3% | 0.05% | 0.0% |
| Q4 2020 | $229,000 | -36.4% | 2,576 | -45.9% | 0.05% | -41.8% |
| Q4 2019 | $360,000 | +9.1% | 4,758 | +0.7% | 0.09% | +1.1% |
| Q3 2019 | $330,000 | +9.3% | 4,727 | +11.8% | 0.09% | +9.8% |
| Q2 2019 | $302,000 | +20.3% | 4,227 | +17.8% | 0.08% | +17.1% |
| Q1 2019 | $251,000 | – | 3,587 | – | 0.07% | – |
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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% |