SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,645 | -30.8% | 1,102 | -26.8% | 0.00% | -42.9% |
| Q2 2023 | $65,915 | +47.9% | 1,505 | +41.6% | 0.01% | +40.0% |
| Q1 2023 | $44,572 | +53.9% | 1,063 | +48.7% | 0.01% | +25.0% |
| Q4 2022 | $28,965 | +382.8% | 715 | +373.5% | 0.00% | +300.0% |
| Q2 2022 | $6,000 | -33.3% | 151 | -16.1% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | +350.0% | 180 | +1100.0% | 0.00% | – |
| Q4 2021 | $2,000 | -100.0% | 15 | -91.8% | 0.00% | -100.0% |
| Q1 2021 | $18,240,000 | +227900.0% | 183 | +63.4% | 0.00% | +200.0% |
| Q4 2019 | $8,000 | – | 112 | – | 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% |