SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,040 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,481,072 | -2.3% | 52,112 | +1.0% | 0.38% | -8.0% |
| Q1 2024 | $2,539,475 | +8.6% | 51,573 | +4.2% | 0.41% | +6.8% |
| Q4 2023 | $2,338,538 | +12.7% | 49,503 | -1.1% | 0.38% | +23.0% |
| Q3 2023 | $2,074,155 | -5.1% | 50,076 | +0.4% | 0.31% | -4.9% |
| Q2 2023 | $2,184,878 | +6.5% | 49,883 | +1.9% | 0.33% | -0.6% |
| Q1 2023 | $2,051,801 | +6.1% | 48,934 | +2.5% | 0.33% | -10.5% |
| Q4 2022 | $1,934,549 | +13.9% | 47,755 | +6.2% | 0.37% | +9.8% |
| Q3 2022 | $1,699,000 | +3.8% | 44,950 | +7.0% | 0.34% | +4.0% |
| Q2 2022 | $1,637,000 | -13.8% | 41,990 | +4.8% | 0.32% | +6.6% |
| Q1 2022 | $1,898,000 | +12553.3% | 40,068 | +26973.0% | 0.30% | +15100.0% |
| Q2 2021 | $15,000 | 0.0% | 148 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $15,000 | +1400.0% | 148 | +1245.5% | 0.00% | – |
| Q3 2020 | $1,000 | – | 11 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |