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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $552,000 | -13.2% | 12,059 | +95.9% | 0.10% | -12.8% |
| Q4 2021 | $636,000 | +5.1% | 6,155 | +3.6% | 0.12% | -7.9% |
| Q3 2021 | $605,000 | -9.7% | 5,942 | -7.6% | 0.13% | -12.4% |
| Q2 2021 | $670,000 | +4.5% | 6,434 | +0.1% | 0.14% | -5.2% |
| Q1 2021 | $641,000 | +12.1% | 6,428 | +0.1% | 0.15% | +4.8% |
| Q4 2020 | $572,000 | +18.7% | 6,423 | -3.0% | 0.15% | +4.3% |
| Q3 2020 | $482,000 | +3.2% | 6,623 | -7.4% | 0.14% | -5.4% |
| Q2 2020 | $467,000 | +6.9% | 7,151 | -15.8% | 0.15% | -15.9% |
| Q1 2020 | $437,000 | -29.9% | 8,491 | +3.1% | 0.18% | -23.1% |
| Q4 2019 | $623,000 | -2.0% | 8,238 | -12.4% | 0.23% | -17.3% |
| Q3 2019 | $636,000 | -42.7% | 9,399 | -39.1% | 0.28% | -43.1% |
| Q2 2019 | $1,109,000 | +0.4% | 15,442 | -2.3% | 0.49% | -21.5% |
| Q1 2019 | $1,105,000 | +59.0% | 15,800 | +37.9% | 0.62% | +30.5% |
| Q4 2018 | $695,000 | -26.4% | 11,457 | -7.6% | 0.48% | -22.5% |
| Q3 2018 | $944,000 | – | 12,395 | – | 0.61% | – |
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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% |