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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,615 | +143.9% | 280 | +156.9% | 0.00% | 0.0% |
| Q2 2023 | $4,763 | +4.8% | 109 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $4,544 | -40.0% | 108 | -42.2% | 0.00% | 0.0% |
| Q4 2022 | $7,578 | +51.6% | 187 | +46.1% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -64.3% | 128 | -57.9% | 0.00% | -50.0% |
| Q1 2022 | $14,000 | -68.9% | 304 | -31.4% | 0.00% | -66.7% |
| Q4 2021 | $45,000 | +25.0% | 443 | +23.4% | 0.01% | +20.0% |
| Q3 2021 | $36,000 | -2.7% | 359 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $37,000 | +15.6% | 359 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $32,000 | -11.1% | 359 | -31.1% | 0.01% | -16.7% |
| Q3 2020 | $36,000 | +5.9% | 521 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $34,000 | +112.5% | 520 | +70.5% | 0.01% | +50.0% |
| Q1 2020 | $16,000 | +433.3% | 305 | +522.4% | 0.00% | +300.0% |
| Q2 2019 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | -25.0% | 49 | +2.1% | 0.00% | -50.0% |
| Q3 2018 | $4,000 | – | 48 | – | 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% |