SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,728 | -5.4% | 766 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $33,551 | +104746.9% | 766 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $32 | +3.2% | 766 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $31 | -99.8% | 766 | +49.6% | 0.02% | 0.0% |
| Q3 2022 | $19,000 | -52.5% | 512 | -49.8% | 0.02% | -11.8% |
| Q2 2022 | $40,000 | -85.8% | 1,020 | -82.8% | 0.02% | -84.4% |
| Q1 2022 | $282,000 | +1.4% | 5,946 | +118.8% | 0.11% | -9.9% |
| Q4 2021 | $278,000 | +2.2% | 2,717 | 0.0% | 0.12% | -3.2% |
| Q3 2021 | $272,000 | -5.9% | 2,717 | -2.0% | 0.12% | -10.1% |
| Q2 2021 | $289,000 | +2.8% | 2,772 | -1.8% | 0.14% | +8.6% |
| Q1 2021 | $281,000 | +73.5% | 2,822 | +33.0% | 0.13% | +73.0% |
| Q4 2020 | $162,000 | +52.8% | 2,122 | +36.6% | 0.07% | +25.4% |
| Q3 2020 | $106,000 | +5.0% | 1,553 | 0.0% | 0.06% | -6.3% |
| Q2 2020 | $101,000 | -8.2% | 1,553 | +6.4% | 0.06% | -12.5% |
| Q4 2019 | $110,000 | – | 1,459 | – | 0.07% | – |
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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% |