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 | $250,755 | +8.1% | 5,725 | -6.9% | 0.16% | -28.0% |
| Q3 2022 | $232,000 | -62.1% | 6,147 | -60.8% | 0.22% | -40.8% |
| Q2 2022 | $612,000 | -21.8% | 15,695 | -5.1% | 0.37% | -5.4% |
| Q1 2022 | $783,000 | -23.1% | 16,530 | +66.3% | 0.39% | -5.1% |
| Q4 2021 | $1,018,000 | +8.6% | 9,942 | +6.2% | 0.41% | -14.8% |
| Q3 2021 | $937,000 | -0.2% | 9,363 | +3.9% | 0.48% | +26.9% |
| Q2 2021 | $939,000 | +4.2% | 9,011 | -0.3% | 0.38% | +1.3% |
| Q1 2021 | $901,000 | -0.2% | 9,042 | -10.8% | 0.37% | -20.8% |
| Q4 2020 | $903,000 | +27.5% | 10,141 | -2.1% | 0.47% | +6.5% |
| Q3 2020 | $708,000 | +9.3% | 10,359 | +4.4% | 0.44% | +6.2% |
| Q2 2020 | $648,000 | +58.4% | 9,920 | +25.0% | 0.42% | +83.7% |
| Q1 2020 | $409,000 | +11.1% | 7,933 | +62.9% | 0.23% | +46.5% |
| Q4 2019 | $368,000 | +11.9% | 4,871 | +3.1% | 0.16% | -0.6% |
| Q3 2019 | $329,000 | -22.8% | 4,724 | -20.8% | 0.16% | -11.4% |
| Q2 2019 | $426,000 | -28.4% | 5,962 | -30.0% | 0.18% | -29.0% |
| Q1 2019 | $595,000 | +110.2% | 8,514 | +82.4% | 0.25% | +87.9% |
| Q4 2018 | $283,000 | +27.5% | 4,668 | +60.3% | 0.13% | +32.0% |
| Q3 2018 | $222,000 | – | 2,912 | – | 0.10% | – |
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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% |