SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $436,850 | -3.0% | 10,547 | +2.5% | 0.07% | 0.0% |
Q2 2023 | $450,563 | +13.1% | 10,287 | +8.3% | 0.07% | +9.0% |
Q1 2023 | $398,370 | +1.6% | 9,501 | -1.9% | 0.07% | +1.5% |
Q4 2022 | $392,252 | +13.0% | 9,683 | +5.5% | 0.07% | +1.5% |
Q3 2022 | $347,000 | -3.3% | 9,181 | -0.4% | 0.06% | +3.2% |
Q2 2022 | $359,000 | -13.3% | 9,217 | +5.5% | 0.06% | 0.0% |
Q1 2022 | $414,000 | -10.0% | 8,738 | +94.6% | 0.06% | -10.0% |
Q4 2021 | $460,000 | +8.7% | 4,491 | +6.3% | 0.07% | -12.5% |
Q3 2021 | $423,000 | -8.0% | 4,223 | -4.4% | 0.08% | -20.0% |
Q2 2021 | $460,000 | +5.3% | 4,419 | +0.8% | 0.10% | -1.0% |
Q1 2021 | $437,000 | +14.1% | 4,386 | +2.0% | 0.10% | +4.1% |
Q4 2020 | $383,000 | +31.6% | 4,300 | +0.9% | 0.10% | +16.9% |
Q3 2020 | $291,000 | +13.2% | 4,262 | +8.2% | 0.08% | +2.5% |
Q2 2020 | $257,000 | +33.9% | 3,940 | +5.9% | 0.08% | +15.7% |
Q1 2020 | $192,000 | -21.3% | 3,721 | +15.3% | 0.07% | -2.8% |
Q4 2019 | $244,000 | +18.4% | 3,227 | +9.2% | 0.07% | +9.1% |
Q3 2019 | $206,000 | – | 2,954 | – | 0.07% | – |
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% |