SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $264,550 | -5.4% | 6,387 | 0.0% | 0.09% | -3.3% |
Q2 2023 | $279,751 | +3303.7% | 6,387 | +3158.7% | 0.09% | +2900.0% |
Q1 2023 | $8,219 | +102637.5% | 196 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $8 | -99.9% | 196 | 0.0% | 0.00% | +50.0% |
Q3 2022 | $7,000 | -78.1% | 196 | -60.8% | 0.00% | -92.0% |
Q2 2017 | $32,000 | – | 500 | – | 0.02% | – |
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% |