SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,236 | -5.4% | 5,800 | 0.0% | 0.18% | +3.4% |
| Q2 2023 | $254,040 | +4.5% | 5,800 | 0.0% | 0.18% | +1.7% |
| Q1 2023 | $243,194 | +3.5% | 5,800 | 0.0% | 0.17% | +0.6% |
| Q4 2022 | $234,958 | +7.3% | 5,800 | 0.0% | 0.17% | +5.6% |
| Q3 2022 | $219,000 | -3.1% | 5,800 | 0.0% | 0.16% | 0.0% |
| Q2 2022 | $226,000 | -17.8% | 5,800 | 0.0% | 0.16% | -4.1% |
| Q1 2022 | $275,000 | -7.4% | 5,800 | +100.0% | 0.17% | 0.0% |
| Q4 2021 | $297,000 | +2.4% | 2,900 | 0.0% | 0.17% | -6.6% |
| Q3 2021 | $290,000 | 0.0% | 2,900 | 0.0% | 0.18% | +0.6% |
| Q2 2021 | $290,000 | +5.8% | 2,900 | +5.5% | 0.18% | -5.8% |
| Q1 2021 | $274,000 | +11.8% | 2,750 | 0.0% | 0.19% | +5.5% |
| Q4 2020 | $245,000 | +18.9% | 2,750 | -1.6% | 0.18% | -16.2% |
| Q2 2018 | $206,000 | -6.4% | 2,795 | -11.6% | 0.22% | -3.1% |
| Q4 2017 | $220,000 | +3.3% | 3,160 | 0.0% | 0.22% | +4.2% |
| Q3 2017 | $213,000 | +5.4% | 3,160 | 0.0% | 0.21% | +7.0% |
| Q2 2017 | $202,000 | -4.3% | 3,160 | -24.0% | 0.20% | -13.4% |
| Q3 2015 | $211,000 | -11.7% | 4,160 | 0.0% | 0.23% | -4.9% |
| Q2 2015 | $239,000 | -0.4% | 4,160 | 0.0% | 0.24% | -1.2% |
| Q1 2015 | $240,000 | +4.8% | 4,160 | 0.0% | 0.25% | +18.3% |
| Q4 2014 | $229,000 | – | 4,160 | – | 0.21% | – |
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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% |