SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,293 | -15.5% | 6,405 | -10.6% | 0.01% | -14.3% |
| Q2 2023 | $313,815 | -22.6% | 7,165 | -25.9% | 0.01% | -30.0% |
| Q1 2023 | $405,443 | +12.5% | 9,670 | +8.7% | 0.02% | -83.9% |
| Q4 2022 | $360,460 | +11.3% | 8,898 | +3.7% | 0.12% | +552.6% |
| Q3 2022 | $324,000 | -90.5% | 8,579 | -80.9% | 0.02% | -87.2% |
| Q4 2019 | $3,395,000 | +1143.6% | 44,877 | +1051.3% | 0.15% | +289.5% |
| Q1 2019 | $273,000 | +20.3% | 3,898 | +17.2% | 0.04% | -5.0% |
| Q4 2018 | $227,000 | – | 3,327 | – | 0.04% | – |
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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% |