SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,334 | -58.5% | 9,400 | -56.1% | 0.26% | -60.4% |
| Q2 2023 | $937,789 | -19.7% | 21,411 | -23.2% | 0.65% | -28.7% |
| Q1 2023 | $1,168,228 | -82.0% | 27,861 | -82.6% | 0.91% | -84.3% |
| Q4 2022 | $6,500,781 | +8.3% | 160,473 | +1.1% | 5.82% | -2.0% |
| Q3 2022 | $6,003,000 | -2.3% | 158,802 | +0.8% | 5.94% | +2.5% |
| Q2 2022 | $6,143,000 | -18.8% | 157,542 | -1.4% | 5.80% | +20.5% |
| Q1 2022 | $7,567,000 | -8.1% | 159,772 | +98.7% | 4.81% | +0.8% |
| Q4 2021 | $8,234,000 | +3.5% | 80,414 | +1.1% | 4.77% | -2.7% |
| Q3 2021 | $7,959,000 | +1.6% | 79,507 | +5.7% | 4.91% | +4.9% |
| Q2 2021 | $7,836,000 | +5.0% | 75,214 | +0.5% | 4.68% | -5.0% |
| Q1 2021 | $7,461,000 | +7.9% | 74,858 | -3.7% | 4.92% | +3.1% |
| Q4 2020 | $6,917,000 | +31.2% | 77,722 | +0.8% | 4.77% | +12.8% |
| Q3 2020 | $5,273,000 | +14.1% | 77,134 | +9.1% | 4.23% | +6.1% |
| Q2 2020 | $4,620,000 | +42.1% | 70,704 | +12.1% | 3.99% | +18.2% |
| Q1 2020 | $3,251,000 | -31.0% | 63,095 | +1.3% | 3.37% | +19.6% |
| Q4 2019 | $4,713,000 | +14.1% | 62,309 | +5.4% | 2.82% | -23.0% |
| Q3 2019 | $4,129,000 | +44.7% | 59,112 | +48.1% | 3.66% | +28.8% |
| Q2 2019 | $2,853,000 | +9.4% | 39,909 | +7.1% | 2.84% | +159.2% |
| Q1 2019 | $2,607,000 | +27.4% | 37,277 | +10.5% | 1.10% | -48.6% |
| Q4 2018 | $2,047,000 | -8.5% | 33,728 | +14.9% | 2.13% | +2.2% |
| Q3 2018 | $2,237,000 | +38.4% | 29,365 | +33.7% | 2.09% | +12.8% |
| Q2 2018 | $1,616,000 | +33.4% | 21,971 | +25.4% | 1.85% | +83.2% |
| Q1 2018 | $1,211,000 | +40.2% | 17,520 | +41.3% | 1.01% | +42.3% |
| Q4 2017 | $864,000 | – | 12,396 | – | 0.71% | – |
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% |