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 | $2,147,586 | +1.0% | 51,849 | +6.8% | 0.20% | +3.6% |
| Q2 2023 | $2,126,797 | +4.8% | 48,557 | +0.4% | 0.20% | +0.5% |
| Q1 2023 | $2,028,825 | +7.1% | 48,386 | +3.4% | 0.20% | +1.6% |
| Q4 2022 | $1,895,139 | +10.1% | 46,782 | +2.7% | 0.19% | +1.6% |
| Q3 2022 | $1,722,000 | -3.6% | 45,560 | -0.5% | 0.19% | -2.1% |
| Q2 2022 | $1,786,000 | -19.0% | 45,804 | -1.6% | 0.19% | -7.2% |
| Q1 2022 | $2,205,000 | +38.5% | 46,568 | +199.5% | 0.21% | +34.0% |
| Q4 2021 | $1,592,000 | +4.0% | 15,551 | +1.7% | 0.16% | -1.3% |
| Q3 2021 | $1,531,000 | +4.7% | 15,292 | +8.9% | 0.16% | +4.6% |
| Q2 2021 | $1,462,000 | +15.3% | 14,037 | -1.5% | 0.15% | -12.7% |
| Q4 2020 | $1,268,000 | +28.5% | 14,251 | -1.3% | 0.17% | +12.3% |
| Q3 2020 | $987,000 | +10.0% | 14,445 | +5.3% | 0.15% | +4.8% |
| Q2 2020 | $897,000 | +47.8% | 13,724 | +9.1% | 0.15% | +22.5% |
| Q1 2020 | $607,000 | – | 12,584 | – | 0.12% | – |
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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% |