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 | $19,712 | +33.2% | 476 | +40.8% | 0.00% | 0.0% |
| Q2 2023 | $14,804 | +4.5% | 338 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,172 | +3.5% | 338 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,692 | +5.3% | 338 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -23.5% | 338 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +5.9% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +13.3% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +25.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -30.8% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | +8.3% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | +20.0% | 169 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $10,000 | -23.1% | 169 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $13,000 | +8.3% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | +9.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | +10.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $10,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $10,000 | +11.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $9,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $9,000 | -10.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $10,000 | 0.0% | 169 | 0.0% | 0.00% | +50.0% |
| Q1 2015 | $10,000 | -82.5% | 169 | -83.8% | 0.00% | -84.6% |
| Q4 2014 | $57,000 | – | 1,041 | – | 0.01% | – |
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% |