SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,690 | -11.8% | 10,114 | -3.7% | 0.04% | -4.4% |
| Q2 2023 | $459,864 | +4.5% | 10,499 | +0.0% | 0.04% | +2.3% |
| Q1 2023 | $440,181 | +3.5% | 10,498 | 0.0% | 0.04% | -2.2% |
| Q4 2022 | $425,274 | +12.2% | 10,498 | +4.8% | 0.04% | +2.3% |
| Q3 2022 | $379,000 | -16.9% | 10,019 | -14.3% | 0.04% | -12.0% |
| Q2 2022 | $456,000 | +19.1% | 11,688 | +44.7% | 0.05% | +47.1% |
| Q1 2022 | $383,000 | -7.5% | 8,078 | +100.0% | 0.03% | -5.6% |
| Q4 2021 | $414,000 | +3.0% | 4,039 | -73.2% | 0.04% | -5.3% |
| Q3 2021 | $402,000 | +1.0% | 15,080 | +295.1% | 0.04% | 0.0% |
| Q2 2021 | $398,000 | -5.0% | 3,817 | -9.1% | 0.04% | -13.6% |
| Q1 2021 | $419,000 | +29.3% | 4,200 | +15.2% | 0.04% | +15.8% |
| Q4 2020 | $324,000 | +44.0% | 3,646 | +11.0% | 0.04% | +22.6% |
| Q3 2020 | $225,000 | +4.7% | 3,286 | 0.0% | 0.03% | -8.8% |
| Q2 2020 | $215,000 | -13.7% | 3,286 | 0.0% | 0.03% | -2.9% |
| Q4 2019 | $249,000 | +8.7% | 3,286 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $229,000 | -2.6% | 3,286 | 0.0% | 0.04% | -2.8% |
| Q2 2019 | $235,000 | +2.2% | 3,286 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $230,000 | -8.0% | 3,286 | 0.0% | 0.04% | -10.0% |
| Q3 2018 | $250,000 | +5.9% | 3,286 | +2.3% | 0.04% | +2.6% |
| Q2 2018 | $236,000 | – | 3,213 | – | 0.04% | – |
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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% |