SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,072,990 | -23.6% | 267,334 | -19.2% | 0.20% | -21.4% |
| Q2 2023 | $14,484,902 | +101143.5% | 330,706 | -3.1% | 0.25% | -15.9% |
| Q1 2023 | $14,307 | +31.6% | 341,209 | +27.2% | 0.30% | 0.0% |
| Q4 2022 | $10,870 | -99.7% | 268,341 | +170.3% | 0.30% | +145.8% |
| Q3 2022 | $3,753,000 | +57.2% | 99,290 | +62.2% | 0.12% | +62.2% |
| Q2 2022 | $2,387,000 | -66.0% | 61,223 | -58.7% | 0.07% | -65.4% |
| Q1 2022 | $7,016,000 | -9.0% | 148,141 | +96.7% | 0.21% | -6.6% |
| Q4 2021 | $7,711,000 | +15.3% | 75,308 | +12.7% | 0.23% | +5.0% |
| Q3 2021 | $6,687,000 | +3.1% | 66,805 | +7.3% | 0.22% | -5.2% |
| Q2 2021 | $6,486,000 | +21.7% | 62,262 | +16.5% | 0.23% | +5.0% |
| Q1 2021 | $5,328,000 | +60.7% | 53,457 | +43.5% | 0.22% | +39.5% |
| Q4 2020 | $3,315,000 | +41.1% | 37,242 | +8.3% | 0.16% | +8.3% |
| Q3 2020 | $2,350,000 | – | 34,396 | – | 0.14% | – |
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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% |