SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $242,837 | +1.5% | 5,791 | -2.0% | 0.04% | 0.0% |
| Q4 2022 | $239,280 | +17.3% | 5,907 | +9.5% | 0.04% | +2.4% |
| Q3 2022 | $204,000 | -56.2% | 5,393 | -54.9% | 0.04% | -52.8% |
| Q2 2022 | $466,000 | -13.5% | 11,961 | +5.0% | 0.09% | +8.5% |
| Q1 2022 | $539,000 | -16.0% | 11,390 | +81.6% | 0.08% | -18.0% |
| Q4 2021 | $642,000 | +173.2% | 6,272 | +167.2% | 0.10% | +143.9% |
| Q3 2021 | $235,000 | -8.2% | 2,347 | -4.7% | 0.04% | -6.8% |
| Q2 2021 | $256,000 | +4.5% | 2,462 | +0.1% | 0.04% | -2.2% |
| Q1 2021 | $245,000 | +13.4% | 2,460 | +1.2% | 0.04% | +4.7% |
| Q4 2020 | $216,000 | – | 2,432 | – | 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% |