SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $90,793 | +2.0% | 2,192 | +7.9% | 0.00% | 0.0% |
Q2 2023 | $89,002 | -1.1% | 2,032 | -5.4% | 0.00% | -33.3% |
Q1 2023 | $90,024 | +109685.4% | 2,147 | +5.7% | 0.00% | +50.0% |
Q4 2022 | $82 | -99.8% | 2,032 | +111.7% | 0.00% | +100.0% |
Q3 2022 | $36,000 | -41.0% | 960 | -38.3% | 0.00% | -50.0% |
Q2 2022 | $61,000 | +56.4% | 1,556 | +89.5% | 0.00% | +100.0% |
Q1 2022 | $39,000 | -4.9% | 821 | +106.3% | 0.00% | 0.0% |
Q4 2021 | $41,000 | +2.5% | 398 | +0.5% | 0.00% | 0.0% |
Q3 2021 | $40,000 | -2.4% | 396 | +0.3% | 0.00% | 0.0% |
Q2 2021 | $41,000 | +5.1% | 395 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $39,000 | +21.9% | 395 | +10.0% | 0.00% | 0.0% |
Q4 2020 | $32,000 | +33.3% | 359 | +0.6% | 0.00% | 0.0% |
Q3 2020 | $24,000 | +4.3% | 357 | +0.3% | 0.00% | 0.0% |
Q2 2020 | $23,000 | +27.8% | 356 | +0.3% | 0.00% | 0.0% |
Q1 2020 | $18,000 | -33.3% | 355 | +0.3% | 0.00% | 0.0% |
Q4 2019 | $27,000 | -70.3% | 354 | -70.3% | 0.00% | -75.0% |
Q3 2018 | $91,000 | – | 1,190 | – | 0.00% | – |
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% |