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 | $1,224,624 | -12.4% | 29,566 | -7.3% | 0.12% | -11.5% |
| Q2 2023 | $1,397,527 | +4.4% | 31,907 | -0.1% | 0.14% | 0.0% |
| Q1 2023 | $1,338,825 | -14.4% | 31,930 | -17.3% | 0.14% | -21.5% |
| Q4 2022 | $1,563,402 | +17.5% | 38,593 | +9.6% | 0.18% | +0.6% |
| Q3 2022 | $1,331,000 | +16.3% | 35,209 | +20.0% | 0.18% | +14.3% |
| Q2 2022 | $1,144,000 | -15.8% | 29,339 | +2.3% | 0.15% | -6.1% |
| Q1 2022 | $1,358,000 | -7.5% | 28,667 | +100.0% | 0.16% | -6.3% |
| Q4 2021 | $1,468,000 | +5.7% | 14,334 | +3.3% | 0.18% | -9.8% |
| Q3 2021 | $1,389,000 | -3.9% | 13,876 | +0.0% | 0.19% | -7.6% |
| Q2 2021 | $1,445,000 | +3.3% | 13,871 | -1.1% | 0.21% | -7.5% |
| Q1 2021 | $1,399,000 | +9.9% | 14,032 | -1.9% | 0.23% | -3.8% |
| Q4 2020 | $1,273,000 | +24.7% | 14,306 | -4.3% | 0.24% | +6.3% |
| Q3 2020 | $1,021,000 | -1.5% | 14,942 | -5.9% | 0.22% | -3.5% |
| Q2 2020 | $1,037,000 | +160.6% | 15,878 | +105.0% | 0.23% | +243.3% |
| Q1 2020 | $398,000 | +122.3% | 7,747 | +221.3% | 0.07% | +204.5% |
| Q4 2019 | $179,000 | +496.7% | 2,411 | +372.7% | 0.02% | +175.0% |
| Q4 2018 | $30,000 | – | 510 | – | 0.01% | – |
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% |