SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $67,540 | +0.4% | 1,542 | -3.9% | 0.14% | +7.4% |
| Q1 2023 | $67,256 | +3.5% | 1,604 | 0.0% | 0.14% | -7.5% |
| Q4 2022 | $64,978 | -95.0% | 1,604 | -87.5% | 0.15% | -72.6% |
| Q2 2021 | $1,311,000 | -2.0% | 12,881 | -3.8% | 0.53% | +27.9% |
| Q1 2021 | $1,338,000 | +54.0% | 13,386 | +18.1% | 0.42% | +31.2% |
| Q4 2019 | $869,000 | +14.6% | 11,330 | +8.4% | 0.32% | +5.0% |
| Q3 2019 | $758,000 | +17.5% | 10,453 | +16.1% | 0.30% | +3.1% |
| Q2 2019 | $645,000 | -82.2% | 9,004 | -79.7% | 0.29% | -83.4% |
| Q4 2018 | $3,617,000 | +7.0% | 44,444 | 0.0% | 1.76% | +14.9% |
| Q2 2018 | $3,380,000 | +1320.2% | 44,444 | +1161.5% | 1.53% | +1267.9% |
| Q4 2017 | $238,000 | – | 3,523 | – | 0.11% | – |
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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% |