SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 861 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $277,303 | -17.1% | 5,844 | -14.0% | 0.05% | -19.3% |
| Q1 2024 | $334,640 | +4.4% | 6,796 | +0.1% | 0.06% | -10.9% |
| Q4 2023 | $320,682 | +15.1% | 6,788 | +1.0% | 0.06% | +3.2% |
| 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 ↓ |
|---|---|---|---|
| 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% |