SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,011,000 | +115.9% | 158,999 | +122.7% | 0.17% | +115.4% |
| Q2 2022 | $2,784,000 | -87.8% | 71,392 | -85.2% | 0.08% | -85.6% |
| Q1 2022 | $22,860,000 | -18.6% | 482,683 | +76.0% | 0.54% | -24.3% |
| Q4 2021 | $28,084,000 | +5.3% | 274,254 | +3.0% | 0.72% | -10.1% |
| Q3 2021 | $26,666,000 | +6.5% | 266,389 | +10.8% | 0.80% | -10.3% |
| Q2 2021 | $25,047,000 | +44.4% | 240,418 | +38.2% | 0.89% | +1.7% |
| Q1 2021 | $17,340,000 | – | 173,979 | – | 0.87% | – |
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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% |