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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $359,024 | +14.1% | 7,600 | 0.0% | 0.10% | +3.2% |
| Q3 2023 | $314,792 | -5.4% | 7,600 | 0.0% | 0.09% | -2.1% |
| Q2 2023 | $332,880 | +3.9% | 7,600 | -0.6% | 0.10% | -2.1% |
| Q1 2023 | $320,512 | +103962.3% | 7,644 | +0.6% | 0.10% | -4.9% |
| Q4 2022 | $308 | -99.9% | 7,600 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $287,000 | -3.0% | 7,600 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $296,000 | -17.8% | 7,600 | 0.0% | 0.10% | -5.6% |
| Q1 2022 | $360,000 | -7.5% | 7,600 | +100.0% | 0.11% | -6.1% |
| Q4 2021 | $389,000 | +2.4% | 3,800 | 0.0% | 0.12% | -8.0% |
| Q3 2021 | $380,000 | -4.0% | 3,800 | 0.0% | 0.12% | -3.8% |
| Q2 2021 | $396,000 | +4.5% | 3,800 | 0.0% | 0.13% | -1.5% |
| Q1 2021 | $379,000 | +41.9% | 3,800 | +26.7% | 0.13% | +36.1% |
| Q4 2020 | $267,000 | +30.2% | 3,000 | 0.0% | 0.10% | +14.1% |
| Q3 2020 | $205,000 | -9.7% | 3,000 | 0.0% | 0.08% | -11.5% |
| Q4 2019 | $227,000 | +8.6% | 3,000 | 0.0% | 0.10% | +1.1% |
| Q3 2019 | $209,000 | -2.3% | 3,000 | 0.0% | 0.10% | -4.0% |
| Q2 2019 | $214,000 | -2.7% | 3,000 | -4.5% | 0.10% | +2.1% |
| Q1 2019 | $220,000 | -3.9% | 3,142 | +4.7% | 0.10% | -1.0% |
| Q3 2018 | $229,000 | +3.6% | 3,000 | 0.0% | 0.10% | -1.0% |
| Q2 2018 | $221,000 | +6.8% | 3,000 | 0.0% | 0.10% | +4.2% |
| Q1 2018 | $207,000 | -1.0% | 3,000 | 0.0% | 0.10% | +3.3% |
| Q4 2017 | $209,000 | – | 3,000 | – | 0.09% | – |
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% |