SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,500,440 | -6.9% | 36,225 | -1.6% | 0.48% | -3.0% |
Q2 2023 | $1,612,103 | -19.4% | 36,806 | -22.8% | 0.49% | -20.3% |
Q1 2023 | $1,999,684 | -8.2% | 47,691 | -11.4% | 0.62% | -11.9% |
Q4 2022 | $2,179,438 | -1.6% | 53,800 | -8.2% | 0.70% | -12.3% |
Q3 2022 | $2,214,000 | +12.2% | 58,578 | +15.7% | 0.80% | +19.3% |
Q2 2022 | $1,974,000 | -15.3% | 50,623 | +2.9% | 0.67% | -7.7% |
Q1 2022 | $2,330,000 | -10.1% | 49,199 | +94.4% | 0.72% | -12.3% |
Q4 2021 | $2,591,000 | +1.4% | 25,302 | -0.9% | 0.83% | -2.1% |
Q3 2021 | $2,556,000 | -4.0% | 25,532 | -0.1% | 0.84% | -3.3% |
Q2 2021 | $2,662,000 | +2.7% | 25,554 | -1.8% | 0.87% | -3.3% |
Q1 2021 | $2,593,000 | +11.0% | 26,018 | -0.9% | 0.90% | -6.4% |
Q4 2020 | $2,337,000 | +4.2% | 26,262 | -20.0% | 0.97% | -3.9% |
Q3 2020 | $2,242,000 | -16.7% | 32,814 | -20.3% | 1.00% | -14.6% |
Q2 2020 | $2,691,000 | – | 41,183 | – | 1.18% | – |
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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% |