SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,393,907 | +56.6% | 226,796 | +65.6% | 0.44% | +42.8% |
| Q2 2023 | $6,000,369 | +60.5% | 136,995 | +53.7% | 0.31% | +42.0% |
| Q1 2023 | $3,737,451 | +99.7% | 89,135 | +93.0% | 0.22% | +71.1% |
| Q4 2022 | $1,871,291 | +71.5% | 46,193 | +60.1% | 0.13% | +54.2% |
| Q3 2022 | $1,091,000 | -7.9% | 28,854 | -5.0% | 0.08% | -8.8% |
| Q2 2022 | $1,185,000 | -9.3% | 30,385 | +10.2% | 0.09% | 0.0% |
| Q1 2022 | $1,306,000 | -10.0% | 27,567 | +94.5% | 0.09% | -12.5% |
| Q4 2021 | $1,451,000 | -22.2% | 14,173 | -23.9% | 0.10% | -25.7% |
| Q3 2021 | $1,865,000 | +16.1% | 18,631 | +20.8% | 0.14% | +10.2% |
| Q2 2021 | $1,607,000 | -13.3% | 15,421 | -17.0% | 0.13% | -26.2% |
| Q1 2021 | $1,853,000 | -10.2% | 18,590 | -19.8% | 0.17% | -10.9% |
| Q4 2020 | $2,064,000 | +36.8% | 23,189 | +5.0% | 0.19% | +12.9% |
| Q3 2020 | $1,509,000 | +7.4% | 22,089 | +2.7% | 0.17% | -10.0% |
| Q2 2020 | $1,405,000 | +377.9% | 21,502 | +276.4% | 0.19% | +251.9% |
| Q1 2020 | $294,000 | -63.2% | 5,713 | -46.0% | 0.05% | -50.5% |
| Q4 2019 | $800,000 | +18.0% | 10,581 | +8.9% | 0.11% | +3.8% |
| Q3 2019 | $678,000 | -20.7% | 9,718 | -18.8% | 0.10% | -23.4% |
| Q2 2019 | $855,000 | +16.6% | 11,967 | +14.2% | 0.14% | -0.7% |
| Q1 2019 | $733,000 | +23.6% | 10,479 | +18.6% | 0.14% | +9.5% |
| Q4 2018 | $593,000 | +25.1% | 8,838 | +42.1% | 0.13% | +28.6% |
| Q3 2018 | $474,000 | -36.5% | 6,221 | -38.6% | 0.10% | -42.0% |
| Q2 2018 | $746,000 | +109.6% | 10,139 | +97.1% | 0.17% | +85.7% |
| Q1 2018 | $356,000 | – | 5,144 | – | 0.09% | – |
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% |