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 2022 | $784,000 | -7.1% | 19,717 | +4.8% | 1.49% | +2.7% |
| Q2 2022 | $844,000 | -22.8% | 18,816 | -8.1% | 1.45% | +65.7% |
| Q1 2022 | $1,093,000 | -0.3% | 20,468 | +95.3% | 0.88% | +6.1% |
| Q4 2021 | $1,096,000 | -3.5% | 10,481 | -4.8% | 0.82% | -12.3% |
| Q3 2021 | $1,136,000 | -0.7% | 11,006 | +0.6% | 0.94% | +10.2% |
| Q2 2021 | $1,144,000 | +24.3% | 10,944 | +68.8% | 0.85% | +18.4% |
| Q1 2021 | $920,000 | +5.5% | 6,483 | -33.5% | 0.72% | +3.3% |
| Q4 2020 | $872,000 | – | 9,753 | – | 0.70% | – |
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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% |