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 | $2,764,536 | -6.1% | 66,744 | -0.7% | 2.15% | -1.0% |
| Q2 2023 | $2,945,287 | +4.4% | 67,244 | -0.1% | 2.18% | +0.6% |
| Q1 2023 | $2,821,637 | +3.2% | 67,294 | -0.3% | 2.16% | +1.5% |
| Q4 2022 | $2,733,574 | +7.3% | 67,479 | +0.1% | 2.13% | -3.5% |
| Q3 2022 | $2,547,000 | -2.9% | 67,379 | +0.1% | 2.21% | +0.1% |
| Q2 2022 | $2,624,000 | -17.6% | 67,288 | +0.0% | 2.21% | -7.7% |
| Q1 2022 | $3,186,000 | +60.3% | 67,278 | +246.7% | 2.39% | +58.8% |
| Q4 2021 | $1,987,000 | +1.8% | 19,405 | -0.5% | 1.50% | -9.7% |
| Q3 2021 | $1,952,000 | -3.9% | 19,505 | 0.0% | 1.66% | -4.1% |
| Q2 2021 | $2,032,000 | +1.3% | 19,505 | -3.1% | 1.74% | -2.9% |
| Q1 2021 | $2,006,000 | +9.3% | 20,130 | -2.4% | 1.79% | +1.3% |
| Q4 2020 | $1,836,000 | +30.1% | 20,630 | -0.1% | 1.77% | +16.3% |
| Q3 2020 | $1,411,000 | +4.1% | 20,655 | -0.5% | 1.52% | -0.5% |
| Q2 2020 | $1,356,000 | +23.0% | 20,755 | -3.0% | 1.53% | +6.1% |
| Q1 2020 | $1,102,000 | -31.7% | 21,390 | +0.2% | 1.44% | -11.5% |
| Q4 2019 | $1,614,000 | – | 21,340 | – | 1.63% | – |
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% |