SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,997 | -20.0% | 15,862 | -15.4% | 0.07% | -33.3% |
| Q2 2023 | $820,804 | +10.8% | 18,740 | +2.5% | 0.10% | -1.0% |
| Q4 2022 | $740,928 | +3.2% | 18,290 | -3.7% | 0.10% | -10.4% |
| Q3 2022 | $718,000 | -23.2% | 18,996 | -20.8% | 0.12% | -16.7% |
| Q2 2022 | $935,000 | -13.5% | 23,975 | +5.0% | 0.14% | -12.7% |
| Q1 2022 | $1,081,000 | -10.0% | 22,825 | +94.6% | 0.16% | -22.5% |
| Q4 2021 | $1,201,000 | -5.7% | 11,727 | -7.8% | 0.20% | -15.0% |
| Q3 2021 | $1,273,000 | -3.5% | 12,717 | +864.1% | 0.24% | -2.4% |
| Q2 2021 | $1,319,000 | +7.5% | 1,319 | -89.3% | 0.25% | +2.5% |
| Q1 2021 | $1,227,000 | +12.0% | 12,310 | 0.0% | 0.24% | +19.4% |
| Q4 2020 | $1,096,000 | +30.3% | 12,310 | 0.0% | 0.20% | +15.5% |
| Q3 2020 | $841,000 | +4.6% | 12,310 | 0.0% | 0.17% | -1.7% |
| Q2 2020 | $804,000 | +47.0% | 12,310 | +16.0% | 0.18% | +28.3% |
| Q1 2020 | $547,000 | +421.0% | 10,608 | +661.5% | 0.14% | +500.0% |
| Q4 2019 | $105,000 | – | 1,393 | – | 0.02% | – |
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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% |