SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,892 | -5.4% | 11,924 | 0.0% | 0.25% | -12.8% |
| Q2 2023 | $522,271 | +4.5% | 11,924 | 0.0% | 0.28% | -8.7% |
| Q1 2023 | $499,973 | +59.0% | 11,924 | +53.6% | 0.31% | +40.5% |
| Q4 2022 | $314,520 | +7.3% | 7,764 | 0.0% | 0.22% | +4.8% |
| Q3 2022 | $293,000 | -3.0% | 7,764 | 0.0% | 0.21% | +54.4% |
| Q2 2022 | $302,000 | -5.6% | 7,764 | +14.8% | 0.14% | -23.2% |
| Q1 2022 | $320,000 | -7.0% | 6,764 | +101.2% | 0.18% | -3.3% |
| Q4 2021 | $344,000 | +2.4% | 3,362 | 0.0% | 0.18% | +23.6% |
| Q3 2021 | $336,000 | -4.0% | 3,362 | 0.0% | 0.15% | -24.9% |
| Q2 2021 | $350,000 | -32.7% | 3,362 | -58.7% | 0.20% | -80.4% |
| Q2 2017 | $520,000 | – | 8,137 | – | 1.00% | – |
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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% |