SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,317 | -15.8% | 10,380 | -1.5% | 0.02% | -16.7% |
| Q2 2023 | $477,552 | -5.5% | 10,533 | -12.6% | 0.02% | -22.6% |
| Q1 2023 | $505,327 | -8.3% | 12,052 | -2.7% | 0.03% | -11.4% |
| Q4 2022 | $550,792 | +41.2% | 12,386 | +30.4% | 0.04% | +16.7% |
| Q3 2022 | $390,000 | +7.4% | 9,499 | +2.0% | 0.03% | -6.2% |
| Q2 2022 | $363,000 | +7.7% | 9,315 | +31.0% | 0.03% | +10.3% |
| Q1 2022 | $337,000 | -4.8% | 7,113 | +105.9% | 0.03% | -12.1% |
| Q4 2021 | $354,000 | +6.3% | 3,455 | +3.8% | 0.03% | -13.2% |
| Q3 2021 | $333,000 | +11.7% | 3,330 | +16.3% | 0.04% | -7.3% |
| Q2 2021 | $298,000 | +14.2% | 2,863 | +9.5% | 0.04% | -10.9% |
| Q1 2021 | $261,000 | – | 2,615 | – | 0.05% | – |
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% |