SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 1.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,502 | -5.3% | 6,724 | +0.1% | 0.06% | +1.6% |
| Q2 2023 | $294,068 | -2.4% | 6,714 | -6.6% | 0.06% | -1.6% |
| Q1 2023 | $301,414 | +103478.7% | 7,188 | +0.2% | 0.06% | 0.0% |
| Q4 2022 | $291 | -99.9% | 7,177 | +22.7% | 0.06% | +14.8% |
| Q3 2022 | $221,000 | -3.1% | 5,851 | +0.1% | 0.05% | -1.8% |
| Q2 2022 | $228,000 | -17.4% | 5,844 | +0.1% | 0.06% | -21.4% |
| Q1 2022 | $276,000 | -8.9% | 5,836 | +97.4% | 0.07% | -7.9% |
| Q4 2021 | $303,000 | +2.4% | 2,957 | +0.2% | 0.08% | -8.4% |
| Q3 2021 | $296,000 | -6.9% | 2,952 | -3.2% | 0.08% | -4.6% |
| Q2 2021 | $318,000 | -4.2% | 3,050 | -49.3% | 0.09% | -67.5% |
| Q4 2014 | $332,000 | – | 6,021 | – | 0.27% | – |
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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% |