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 | $3,174,237 | -6.2% | 76,635 | -0.8% | 0.12% | -7.8% |
Q2 2023 | $3,384,252 | +3.4% | 77,266 | -1.1% | 0.13% | -6.6% |
Q1 2023 | $3,274,533 | -5.0% | 78,095 | -8.2% | 0.14% | -17.0% |
Q4 2022 | $3,447,568 | +5.5% | 85,104 | -1.5% | 0.16% | -4.6% |
Q3 2022 | $3,268,000 | -7.3% | 86,442 | -4.4% | 0.17% | -6.5% |
Q2 2022 | $3,526,000 | -6.8% | 90,434 | +13.2% | 0.18% | +5.7% |
Q1 2022 | $3,784,000 | -8.4% | 79,907 | +98.0% | 0.18% | -5.9% |
Q4 2021 | $4,133,000 | +1.9% | 40,358 | -0.3% | 0.19% | -9.7% |
Q3 2021 | $4,054,000 | -5.3% | 40,498 | -1.4% | 0.21% | -9.3% |
Q2 2021 | $4,280,000 | -2.3% | 41,087 | -6.5% | 0.23% | -10.6% |
Q1 2021 | $4,379,000 | +6.5% | 43,935 | -4.9% | 0.25% | -1.2% |
Q4 2020 | $4,110,000 | +23.2% | 46,178 | -5.4% | 0.26% | +2.8% |
Q3 2020 | $3,335,000 | +0.7% | 48,819 | -3.7% | 0.25% | -12.6% |
Q2 2020 | $3,313,000 | +33.3% | 50,704 | +5.1% | 0.29% | +4.4% |
Q1 2020 | $2,485,000 | +16.5% | 48,229 | +71.0% | 0.27% | +33.7% |
Q4 2019 | $2,133,000 | +10.1% | 28,196 | +1.5% | 0.20% | -1.0% |
Q3 2019 | $1,937,000 | +7.0% | 27,783 | +9.7% | 0.21% | +2.0% |
Q2 2019 | $1,811,000 | +14.6% | 25,335 | +12.1% | 0.20% | +10.9% |
Q1 2019 | $1,580,000 | +23.2% | 22,594 | +7.0% | 0.18% | +9.6% |
Q4 2018 | $1,282,000 | +58.5% | 21,122 | +98.8% | 0.17% | +56.1% |
Q3 2018 | $809,000 | +14.9% | 10,627 | +11.0% | 0.11% | +2.9% |
Q2 2018 | $704,000 | +26.6% | 9,576 | +19.1% | 0.10% | +15.6% |
Q1 2018 | $556,000 | – | 8,042 | – | 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% |