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 2023 | $245,082 | -21.7% | 5,917 | -17.2% | 0.01% | -25.0% |
Q2 2023 | $312,863 | +26.1% | 7,143 | +20.7% | 0.02% | +23.1% |
Q1 2023 | $248,100 | -72.2% | 5,917 | -73.2% | 0.01% | -75.5% |
Q4 2022 | $893,266 | +251.7% | 22,051 | +227.8% | 0.05% | +231.2% |
Q3 2022 | $254,000 | -3.1% | 6,726 | 0.0% | 0.02% | -5.9% |
Q2 2022 | $262,000 | -26.0% | 6,726 | -9.9% | 0.02% | -5.6% |
Q1 2022 | $354,000 | -42.6% | 7,468 | +24.0% | 0.02% | -41.9% |
Q4 2021 | $617,000 | – | 6,025 | – | 0.03% | – |
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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% |