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 | $470,664 | -9.7% | 11,363 | -4.5% | 0.02% | -12.5% |
| Q2 2023 | $520,989 | -3.9% | 11,895 | -8.0% | 0.02% | -7.7% |
| Q1 2023 | $542,324 | +7.1% | 12,934 | +3.5% | 0.03% | -7.1% |
| Q4 2022 | $506,404 | +4.6% | 12,501 | -2.3% | 0.03% | -9.7% |
| Q3 2022 | $484,000 | -3.0% | 12,793 | -0.1% | 0.03% | 0.0% |
| Q2 2022 | $499,000 | -53.2% | 12,803 | -42.6% | 0.03% | -42.6% |
| Q1 2022 | $1,066,000 | -7.5% | 22,323 | +98.3% | 0.05% | -12.9% |
| Q4 2021 | $1,153,000 | +50.7% | 11,259 | +47.3% | 0.06% | +40.9% |
| Q3 2021 | $765,000 | -3.2% | 7,641 | +0.7% | 0.04% | -8.3% |
| Q2 2021 | $790,000 | +8.1% | 7,585 | +3.4% | 0.05% | +41.2% |
| Q1 2021 | $731,000 | +12.5% | 7,333 | +0.5% | 0.03% | +3.0% |
| Q4 2020 | $650,000 | +23.8% | 7,299 | -4.9% | 0.03% | -28.3% |
| Q3 2020 | $525,000 | +377.3% | 7,678 | +357.6% | 0.05% | +360.0% |
| Q2 2020 | $110,000 | +89.7% | 1,678 | +62.3% | 0.01% | +66.7% |
| Q1 2020 | $58,000 | -72.9% | 1,034 | -63.5% | 0.01% | -71.4% |
| Q4 2019 | $214,000 | -3.2% | 2,830 | -10.6% | 0.02% | -12.5% |
| Q3 2019 | $221,000 | +4.2% | 3,165 | +6.9% | 0.02% | 0.0% |
| Q2 2019 | $212,000 | +120.8% | 2,960 | +114.8% | 0.02% | +100.0% |
| Q1 2019 | $96,000 | -7.7% | 1,378 | -19.8% | 0.01% | -20.0% |
| Q4 2018 | $104,000 | -5.5% | 1,719 | +6.8% | 0.02% | 0.0% |
| Q3 2018 | $110,000 | -28.1% | 1,609 | -20.8% | 0.02% | -28.6% |
| Q2 2018 | $153,000 | +15200.0% | 2,032 | +12600.0% | 0.02% | – |
| Q1 2018 | $1,000 | -96.0% | 16 | -95.6% | 0.00% | -100.0% |
| Q4 2017 | $25,000 | +38.9% | 362 | +38.2% | 0.00% | 0.0% |
| Q3 2017 | $18,000 | – | 262 | – | 0.00% | – |
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% |