SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,657 | -3.2% | 4,941 | +2.4% | 0.28% | +147.8% |
| Q2 2023 | $211,333 | +3.9% | 4,825 | -0.5% | 0.12% | -11.5% |
| Q1 2023 | $203,361 | +0.2% | 4,850 | -3.2% | 0.13% | -73.2% |
| Q4 2022 | $202,915 | -3.8% | 5,009 | -7.1% | 0.48% | +246.4% |
| Q2 2022 | $211,000 | -20.4% | 5,392 | -3.7% | 0.14% | -30.7% |
| Q1 2022 | $265,000 | -23.9% | 5,597 | +64.5% | 0.20% | +34.7% |
| Q4 2021 | $348,000 | -2.0% | 3,402 | -4.1% | 0.15% | -4.5% |
| Q3 2021 | $355,000 | -5.8% | 3,546 | -2.1% | 0.16% | +5.4% |
| Q2 2021 | $377,000 | -1.0% | 3,622 | -5.6% | 0.15% | -11.8% |
| Q1 2021 | $381,000 | +1.6% | 3,836 | -8.9% | 0.17% | -14.2% |
| Q4 2020 | $375,000 | +16.8% | 4,212 | -10.3% | 0.20% | -58.0% |
| Q3 2020 | $321,000 | +1.3% | 4,697 | -3.1% | 0.47% | +127.7% |
| Q2 2020 | $317,000 | +14.0% | 4,849 | -10.3% | 0.21% | -33.8% |
| Q1 2020 | $278,000 | -82.8% | 5,403 | -74.7% | 0.31% | -63.5% |
| Q4 2019 | $1,616,000 | -32.1% | 21,360 | -37.4% | 0.85% | -40.4% |
| Q3 2019 | $2,380,000 | +52.4% | 34,131 | +56.2% | 1.43% | +51.3% |
| Q2 2019 | $1,562,000 | +167.5% | 21,849 | +161.7% | 0.94% | +42.4% |
| Q1 2019 | $584,000 | – | 8,348 | – | 0.66% | – |
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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% |