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 2021 | $17,121,000 | -43.8% | 171,041 | -41.5% | 7.06% | -41.1% |
| Q2 2021 | $30,444,000 | +106.2% | 292,221 | +20.1% | 11.99% | +33.8% |
| Q4 2018 | $14,762,000 | -79.1% | 243,277 | -73.8% | 8.96% | -74.0% |
| Q3 2018 | $70,597,000 | +216.8% | 926,836 | +161.9% | 34.45% | +140.3% |
| Q2 2017 | $22,286,000 | 0.0% | 353,851 | 0.0% | 14.33% | 0.0% |
| Q1 2017 | $22,286,000 | +19.8% | 353,851 | +17.0% | 14.33% | +25.7% |
| Q4 2016 | $18,598,000 | +220.8% | 302,513 | +200.3% | 11.41% | +158.8% |
| Q3 2016 | $5,797,000 | +44.1% | 100,727 | +35.3% | 4.41% | +47.8% |
| Q2 2016 | $4,022,000 | – | 74,449 | +827111.1% | 2.98% | – |
| Q4 2015 | $0 | -100.0% | 9 | -100.0% | 0.00% | -100.0% |
| Q3 2015 | $14,123,000 | +9.4% | 278,070 | +23.8% | 10.75% | +10.6% |
| Q2 2015 | $12,912,000 | +7.8% | 224,627 | +8.0% | 9.72% | +2.4% |
| Q1 2015 | $11,981,000 | +27762.8% | 208,071 | +26610.0% | 9.50% | +33810.7% |
| Q4 2014 | $43,000 | -98.9% | 779 | -98.9% | 0.03% | -99.5% |
| Q4 2013 | $3,762,000 | -16.2% | 71,655 | -23.0% | 5.46% | +34.3% |
| Q3 2013 | $4,487,000 | +2.6% | 93,051 | -6.4% | 4.06% | -51.8% |
| Q2 2013 | $4,375,000 | – | 99,462 | – | 8.44% | – |
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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% |