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 2021 | $394,000 | -4.1% | 3,937 | -0.3% | 0.06% | -3.4% |
| Q2 2021 | $411,000 | +3.5% | 3,948 | -0.9% | 0.06% | -4.9% |
| Q1 2021 | $397,000 | +1.5% | 3,984 | -9.2% | 0.06% | -3.2% |
| Q4 2020 | $391,000 | +29.9% | 4,389 | -0.2% | 0.06% | +14.5% |
| Q3 2020 | $301,000 | +9.9% | 4,399 | +4.9% | 0.06% | 0.0% |
| Q2 2020 | $274,000 | +35.0% | 4,193 | +6.5% | 0.06% | +12.2% |
| Q1 2020 | $203,000 | -28.0% | 3,938 | +5.8% | 0.05% | -3.9% |
| Q4 2019 | $282,000 | +10.6% | 3,723 | +1.9% | 0.05% | +2.0% |
| Q3 2019 | $255,000 | -7.9% | 3,655 | -5.8% | 0.05% | -10.7% |
| Q2 2019 | $277,000 | +6.5% | 3,879 | +4.1% | 0.06% | +3.7% |
| Q1 2019 | $260,000 | +26.8% | 3,725 | +10.0% | 0.05% | +14.9% |
| Q4 2018 | $205,000 | – | 3,386 | – | 0.05% | – |
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% |