SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201 | -68.6% | 4,848 | -68.1% | 0.01% | -12.5% |
| Q2 2023 | $640 | +96.9% | 15,192 | +95.9% | 0.02% | 0.0% |
| Q1 2023 | $325 | +5.9% | 7,754 | +2.3% | 0.02% | -5.9% |
| Q4 2022 | $307 | -99.9% | 7,583 | +3.0% | 0.02% | 0.0% |
| Q3 2022 | $278,000 | -23.6% | 7,363 | -21.2% | 0.02% | -15.0% |
| Q2 2022 | $364,000 | -64.4% | 9,345 | -6.5% | 0.02% | -60.8% |
| Q4 2021 | $1,023,000 | +228.9% | 9,994 | +222.0% | 0.05% | +183.3% |
| Q3 2021 | $311,000 | -16.4% | 3,104 | -13.1% | 0.02% | -21.7% |
| Q2 2021 | $372,000 | +15.9% | 3,573 | +11.0% | 0.02% | -4.2% |
| Q1 2021 | $321,000 | +18.9% | 3,219 | +6.1% | 0.02% | +9.1% |
| Q4 2020 | $270,000 | – | 3,035 | – | 0.02% | – |
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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% |