SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $553,324 | +3.3% | 13,359 | +9.3% | 0.09% | +1.2% |
| Q2 2023 | $535,445 | +4.4% | 12,225 | -0.0% | 0.09% | -36.8% |
| Q1 2023 | $512,717 | +891.5% | 12,228 | +858.3% | 0.14% | +580.0% |
| Q4 2022 | $51,709 | +7.7% | 1,276 | 0.0% | 0.02% | -9.1% |
| Q3 2022 | $48,000 | +6.7% | 1,276 | +11.2% | 0.02% | +4.8% |
| Q2 2022 | $45,000 | +650.0% | 1,147 | +782.3% | 0.02% | +950.0% |
| Q1 2022 | $6,000 | -72.7% | 130 | -39.5% | 0.00% | -80.0% |
| Q4 2021 | $22,000 | 0.0% | 215 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $22,000 | +450.0% | 215 | +437.5% | 0.01% | +450.0% |
| Q2 2021 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 40 | -31.0% | 0.00% | +50.0% |
| Q1 2020 | $3,000 | -40.0% | 58 | -12.1% | 0.00% | -33.3% |
| Q4 2019 | $5,000 | – | 66 | – | 0.00% | – |
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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% |