SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,430 | +8.5% | 12,782 | +14.8% | 0.01% | +14.3% |
| Q2 2023 | $487,757 | +5.4% | 11,136 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $462,781 | +721.3% | 11,037 | +693.5% | 0.01% | +600.0% |
| Q4 2022 | $56,349 | +65.7% | 1,391 | +52.5% | 0.00% | 0.0% |
| Q3 2022 | $34,000 | +17.2% | 912 | +21.4% | 0.00% | 0.0% |
| Q2 2022 | $29,000 | -58.0% | 751 | -48.5% | 0.00% | 0.0% |
| Q1 2022 | $69,000 | +6.2% | 1,457 | +128.0% | 0.00% | 0.0% |
| Q4 2021 | $65,000 | +30.0% | 639 | +27.3% | 0.00% | 0.0% |
| Q3 2021 | $50,000 | +19.0% | 502 | +24.9% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | +600.0% | 402 | +548.4% | 0.00% | – |
| Q1 2021 | $6,000 | -40.0% | 62 | -67.0% | 0.00% | – |
| Q1 2020 | $10,000 | – | 188 | – | 0.00% | – |
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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% |