SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $27,594 | +4.5% | 630 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $26,416 | +3.5% | 630 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $25,521 | +6.3% | 630 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 630 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 630 | -1.6% | 0.01% | -16.7% |
| Q1 2022 | $30,000 | -6.2% | 640 | +103.2% | 0.01% | 0.0% |
| Q4 2021 | $32,000 | 0.0% | 315 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $32,000 | -3.0% | 315 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $33,000 | +6.5% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $31,000 | +10.7% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $28,000 | +27.3% | 315 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $22,000 | +4.8% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | -12.5% | 315 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $24,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $22,000 | -4.3% | 315 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $23,000 | +4.5% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $22,000 | +15.8% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $19,000 | -20.8% | 315 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $24,000 | +4.3% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $23,000 | +4.5% | 315 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $22,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $22,000 | +4.8% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $21,000 | +5.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $20,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $20,000 | +5.3% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $19,000 | +5.6% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $18,000 | +5.9% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $17,000 | +6.2% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $16,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $16,000 | 0.0% | 315 | 0.0% | 0.01% | -10.0% |
| Q3 2015 | $16,000 | -11.1% | 315 | 0.0% | 0.01% | -9.1% |
| Q2 2015 | $18,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $18,000 | +5.9% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $17,000 | +6.2% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $16,000 | -5.9% | 315 | 0.0% | 0.01% | -8.3% |
| Q2 2014 | $17,000 | 0.0% | 315 | 0.0% | 0.01% | -7.7% |
| Q1 2014 | $17,000 | -50.0% | 315 | -50.0% | 0.01% | 0.0% |
| Q4 2013 | $34,000 | +126.7% | 630 | +100.0% | 0.01% | +8.3% |
| Q3 2013 | $15,000 | – | 315 | – | 0.01% | – |
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% |