SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $720,792 | -11.4% | 18,011 | -1.3% | 0.04% | -6.4% |
| Q2 2023 | $813,130 | -0.5% | 18,248 | -6.3% | 0.05% | -9.6% |
| Q1 2023 | $816,824 | +6.2% | 19,481 | +2.6% | 0.05% | 0.0% |
| Q4 2022 | $769,476 | +53.0% | 18,995 | +42.8% | 0.05% | +33.3% |
| Q3 2022 | $503,000 | -4.6% | 13,304 | -1.6% | 0.04% | 0.0% |
| Q2 2022 | $527,000 | -16.2% | 13,520 | +1.7% | 0.04% | -4.9% |
| Q1 2022 | $629,000 | -16.4% | 13,288 | +81.0% | 0.04% | -22.6% |
| Q4 2021 | $752,000 | -1.1% | 7,343 | -3.3% | 0.05% | -11.7% |
| Q3 2021 | $760,000 | +0.7% | 7,594 | +4.8% | 0.06% | -1.6% |
| Q2 2021 | $755,000 | +13.7% | 7,247 | +8.9% | 0.06% | +5.2% |
| Q1 2021 | $664,000 | +15.9% | 6,657 | +3.3% | 0.06% | +5.5% |
| Q4 2020 | $573,000 | +60.1% | 6,443 | +23.1% | 0.06% | +37.5% |
| Q3 2020 | $358,000 | -3.2% | 5,236 | -7.6% | 0.04% | -13.0% |
| Q2 2020 | $370,000 | +17.1% | 5,667 | -7.7% | 0.05% | -4.2% |
| Q1 2020 | $316,000 | -35.0% | 6,138 | -4.5% | 0.05% | -7.7% |
| Q4 2019 | $486,000 | +14.4% | 6,429 | +5.4% | 0.05% | -1.9% |
| Q3 2019 | $425,000 | -6.4% | 6,097 | -3.9% | 0.05% | -3.6% |
| Q2 2019 | $454,000 | 0.0% | 6,345 | -2.4% | 0.06% | -5.2% |
| Q1 2019 | $454,000 | +16.1% | 6,498 | +0.9% | 0.06% | -1.7% |
| Q4 2018 | $391,000 | -13.9% | 6,442 | +8.1% | 0.06% | -3.3% |
| Q3 2018 | $454,000 | +8.4% | 5,958 | +4.5% | 0.06% | +3.4% |
| Q2 2018 | $419,000 | +5.5% | 5,700 | -0.6% | 0.06% | +5.4% |
| Q1 2018 | $397,000 | +30.2% | 5,737 | +31.3% | 0.06% | +30.2% |
| Q4 2017 | $305,000 | – | 4,369 | – | 0.04% | – |
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% |