SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 938 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,073,470 | +755.8% | 85,848 | +788.1% | 0.17% | +634.8% |
| Q1 2024 | $475,995 | +2.6% | 9,667 | -1.5% | 0.02% | -20.7% |
| Q4 2023 | $463,754 | -6.8% | 9,817 | -18.2% | 0.03% | -17.1% |
| Q3 2023 | $497,368 | -16.4% | 12,008 | -11.6% | 0.04% | -10.3% |
| Q2 2023 | $594,701 | +17.0% | 13,578 | +12.0% | 0.04% | +39.3% |
| Q1 2023 | $508,210 | +3.5% | 12,120 | -0.0% | 0.03% | -12.5% |
| Q4 2022 | $491,083 | +4.7% | 12,123 | -2.3% | 0.03% | -5.9% |
| Q3 2022 | $469,000 | -54.0% | 12,412 | -52.6% | 0.03% | -52.8% |
| Q2 2022 | $1,020,000 | -49.5% | 26,159 | -38.6% | 0.07% | -41.9% |
| Q1 2022 | $2,018,000 | +2.4% | 42,605 | +121.4% | 0.12% | +0.8% |
| Q4 2021 | $1,971,000 | -49.8% | 19,246 | -51.2% | 0.12% | -63.3% |
| Q1 2021 | $3,930,000 | +17.7% | 39,433 | +5.1% | 0.34% | +6.0% |
| Q4 2020 | $3,338,000 | – | 37,506 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 376,809 | $25,744,000 | 20.15% |
| Strategic Financial Planning, Inc. | 170,788 | $11,669,000 | 12.14% |
| MONEYWISE, INC. | 216,605 | $14,798,000 | 11.75% |
| Financial Advisors, LLC | 253,496 | $17,319,000 | 9.11% |
| Marcum Wealth, LLC | 389,483 | $26,609,000 | 8.16% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 172,824 | $11,807,000 | 8.13% |
| Financial Management Professionals, Inc. | 329,516 | $22,513,000 | 8.03% |
| Mokosak Advisory Group, LLC | 205,126 | $14,011,000 | 8.01% |
| Charles Schwab Investment Advisory, Inc. | 41,826,510 | $2,857,588,000 | 6.80% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,236 | $10,742,000 | 6.35% |