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 | $555,084 | -5.7% | 13,401 | -0.3% | 0.09% | -24.6% |
Q2 2023 | $588,614 | +4.3% | 13,439 | -0.1% | 0.12% | -4.1% |
Q1 2023 | $564,260 | +0.1% | 13,457 | -3.3% | 0.12% | -9.6% |
Q4 2022 | $563,665 | +4.0% | 13,914 | -3.0% | 0.14% | -9.3% |
Q3 2022 | $542,000 | -5.6% | 14,337 | -2.5% | 0.15% | +26.1% |
Q2 2022 | $574,000 | -17.1% | 14,712 | +0.6% | 0.12% | -29.2% |
Q1 2022 | $692,000 | -8.1% | 14,622 | +98.7% | 0.17% | +1.2% |
Q4 2021 | $753,000 | -12.4% | 7,357 | -14.4% | 0.17% | -30.0% |
Q3 2021 | $860,000 | -4.1% | 8,594 | -0.2% | 0.24% | -16.8% |
Q2 2021 | $897,000 | +59.6% | 8,610 | +48.2% | 0.28% | 0.0% |
Q1 2021 | $562,000 | – | 5,809 | – | 0.28% | – |
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% |