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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,357 | -5.4% | 2,012 | 0.0% | 0.05% | +6.7% |
| Q2 2023 | $88,146 | +4.5% | 2,012 | 0.0% | 0.04% | -2.2% |
| Q1 2023 | $84,383 | +102806.1% | 2,012 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $82 | -99.9% | 2,012 | +12.7% | 0.05% | +12.2% |
| Q3 2022 | $68,000 | 0.0% | 1,786 | +2.3% | 0.04% | +5.1% |
| Q2 2022 | $68,000 | +38.8% | 1,746 | +69.8% | 0.04% | +56.0% |
| Q1 2022 | $49,000 | -7.5% | 1,028 | +100.0% | 0.02% | -7.4% |
| Q4 2021 | $53,000 | +3.9% | 514 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $51,000 | -5.6% | 514 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $54,000 | +5.9% | 514 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $51,000 | +10.9% | 514 | 0.0% | 0.03% | +3.7% |
| Q4 2020 | $46,000 | +31.4% | 514 | 0.0% | 0.03% | +12.5% |
| Q3 2020 | $35,000 | +2.9% | 514 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $34,000 | +30.8% | 514 | 0.0% | 0.02% | +8.7% |
| Q1 2020 | $26,000 | -33.3% | 514 | 0.0% | 0.02% | -17.9% |
| Q4 2019 | $39,000 | +8.3% | 514 | 0.0% | 0.03% | +3.7% |
| Q3 2019 | $36,000 | – | 514 | – | 0.03% | – |
Download | ||||||
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% |