SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 834 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 2024 | $1,586,536 | -11.8% | 33,436 | -8.5% | 0.06% | -10.4% |
Q1 2024 | $1,798,476 | -6.6% | 36,525 | -10.4% | 0.07% | -14.1% |
Q4 2023 | $1,924,893 | +755.5% | 40,747 | +1755.5% | 0.08% | +609.1% |
Q4 2021 | $225,000 | -12.8% | 2,196 | -11.3% | 0.01% | -21.4% |
Q2 2021 | $258,000 | +7.9% | 2,476 | +3.4% | 0.01% | 0.0% |
Q1 2021 | $239,000 | – | 2,394 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |