SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,161 | -5.1% | 414 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $18,080 | +4.8% | 412 | +0.2% | 0.00% | -50.0% |
| Q1 2023 | $17,247 | +101352.9% | 411 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $17 | -99.9% | 409 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 407 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -15.8% | 406 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | -9.5% | 404 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | +5.0% | 202 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | -4.8% | 201 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +11.1% | 200 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +28.6% | 199 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 199 | +0.5% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +30.0% | 198 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $10,000 | -33.3% | 198 | +0.5% | 0.00% | -50.0% |
| Q4 2019 | $15,000 | +50.0% | 197 | +38.7% | 0.00% | +100.0% |
| Q4 2017 | $10,000 | 0.0% | 142 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $10,000 | +11.1% | 142 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | – | 142 | – | 0.00% | – |
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% |