SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,423 | -7.5% | 6,915 | -2.2% | 0.06% | -5.0% |
| Q2 2023 | $309,808 | -35.1% | 7,073 | -37.9% | 0.06% | -39.4% |
| Q1 2023 | $477,575 | +4.5% | 11,390 | +0.9% | 0.10% | -5.7% |
| Q4 2022 | $457,186 | -6.7% | 11,286 | -12.9% | 0.10% | -9.5% |
| Q3 2022 | $490,000 | -13.0% | 12,961 | +0.2% | 0.12% | -1.7% |
| Q2 2022 | $563,000 | +51.3% | 12,935 | +64.5% | 0.12% | +53.2% |
| Q1 2022 | $372,000 | -0.3% | 7,864 | +99.9% | 0.08% | -1.3% |
| Q4 2021 | $373,000 | -4.6% | 3,933 | +0.8% | 0.08% | -11.4% |
| Q3 2021 | $391,000 | -17.7% | 3,902 | -14.4% | 0.09% | -19.3% |
| Q2 2021 | $475,000 | +21.2% | 4,557 | +14.3% | 0.11% | +16.0% |
| Q1 2021 | $392,000 | +26.0% | 3,987 | +30.6% | 0.09% | +19.0% |
| Q4 2020 | $311,000 | +49.5% | 3,052 | +0.1% | 0.08% | +11.3% |
| Q3 2020 | $208,000 | -6.7% | 3,050 | -2.2% | 0.07% | -9.0% |
| Q2 2020 | $223,000 | +9.3% | 3,119 | +15.6% | 0.08% | -2.5% |
| Q4 2019 | $204,000 | -37.6% | 2,699 | -42.4% | 0.08% | -45.6% |
| Q4 2018 | $327,000 | – | 4,685 | – | 0.15% | – |
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% |