SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,740 | -5.4% | 211 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $9,242 | +199.3% | 211 | +185.1% | 0.01% | +200.0% |
| Q1 2023 | $3,088 | +3.8% | 74 | +1.4% | 0.00% | 0.0% |
| Q4 2022 | $2,974 | -0.9% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -93.2% | 73 | -92.1% | 0.00% | -91.7% |
| Q1 2022 | $44,000 | -8.3% | 920 | +94.9% | 0.02% | -14.3% |
| Q4 2021 | $48,000 | -26.2% | 472 | -26.8% | 0.03% | -30.0% |
| Q3 2021 | $65,000 | 0.0% | 645 | +2.7% | 0.04% | +5.3% |
| Q2 2021 | $65,000 | +103.1% | 628 | +96.2% | 0.04% | +65.2% |
| Q1 2021 | $32,000 | – | 320 | – | 0.02% | – |
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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% |