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 2015 | $152,000 | -39.9% | 2,994 | -31.9% | 0.32% | +37.5% |
| Q2 2015 | $253,000 | 0.0% | 4,395 | 0.0% | 0.23% | -1.7% |
| Q1 2015 | $253,000 | -33.8% | 4,395 | -36.6% | 0.24% | -44.5% |
| Q4 2014 | $382,000 | -12.0% | 6,927 | -18.0% | 0.42% | -21.2% |
| Q3 2014 | $434,000 | -9.2% | 8,452 | -3.0% | 0.54% | -13.8% |
| Q2 2014 | $478,000 | 0.0% | 8,715 | -2.3% | 0.62% | -10.7% |
| Q1 2014 | $478,000 | – | 8,924 | – | 0.70% | – |
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% |