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 | $264,451 | -0.4% | 6,385 | +5.3% | 0.01% | +27.3% |
| Q2 2023 | $265,606 | +1.9% | 6,064 | -2.4% | 0.01% | -8.3% |
| Q1 2023 | $260,526 | +11.3% | 6,213 | +7.5% | 0.01% | +9.1% |
| Q4 2022 | $234,158 | -27.5% | 5,780 | -32.3% | 0.01% | -26.7% |
| Q3 2022 | $323,000 | +41.0% | 8,538 | +45.1% | 0.02% | +66.7% |
| Q2 2022 | $229,000 | -27.8% | 5,885 | -12.0% | 0.01% | -30.8% |
| Q1 2022 | $317,000 | -49.2% | 6,689 | +9.7% | 0.01% | -50.0% |
| Q4 2021 | $624,000 | +77.3% | 6,095 | +73.4% | 0.03% | +44.4% |
| Q3 2021 | $352,000 | -99.5% | 3,514 | +305.8% | 0.02% | +350.0% |
| Q4 2020 | $77,074,000 | – | 866 | – | 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% |