SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,752 | -99.4% | 142 | -98.8% | 0.00% | -99.6% |
| Q4 2019 | $930,000 | +6.2% | 12,300 | -2.1% | 0.52% | -12.6% |
| Q3 2019 | $876,000 | -5.6% | 12,569 | -2.8% | 0.59% | -8.6% |
| Q2 2019 | $928,000 | -6.0% | 12,930 | -7.3% | 0.65% | -12.4% |
| Q1 2019 | $987,000 | -84.3% | 13,946 | -83.3% | 0.74% | -82.1% |
| Q3 2018 | $6,285,000 | +214.4% | 83,514 | +209.2% | 4.15% | +191.4% |
| Q2 2018 | $1,999,000 | +16558.3% | 27,011 | +14344.4% | 1.42% | +15711.1% |
| Q1 2018 | $12,000 | -7.7% | 187 | 0.0% | 0.01% | -10.0% |
| Q4 2017 | $13,000 | +8.3% | 187 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $12,000 | +9.1% | 187 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $11,000 | -8.3% | 187 | -7.9% | 0.01% | -9.1% |
| Q1 2017 | $12,000 | -77.4% | 203 | -76.6% | 0.01% | -78.0% |
| Q4 2016 | $53,000 | +6.0% | 869 | 0.0% | 0.05% | +6.4% |
| Q3 2016 | $50,000 | +8.7% | 869 | 0.0% | 0.05% | +9.3% |
| Q2 2016 | $46,000 | -8.0% | 869 | -10.3% | 0.04% | -10.4% |
| Q1 2016 | $50,000 | -35.1% | 969 | -28.0% | 0.05% | -33.3% |
| Q4 2015 | $77,000 | – | 1,346 | – | 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% |