SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,000 | -17.6% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $17,000 | -5.6% | 350 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | -28.0% | 175 | -30.0% | 0.00% | -33.3% |
| Q3 2021 | $25,000 | -3.8% | 250 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $26,000 | +4.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $25,000 | +13.6% | 250 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $22,000 | +10.0% | 250 | -13.5% | 0.01% | 0.0% |
| Q3 2020 | $20,000 | +5.3% | 289 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | +26.7% | 289 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | -31.8% | 289 | 0.0% | 0.01% | -22.2% |
| Q4 2019 | $22,000 | +10.0% | 289 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $20,000 | -4.8% | 289 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $21,000 | +5.0% | 289 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $20,000 | +11.1% | 289 | 0.0% | 0.01% | +22.2% |
| Q4 2018 | $18,000 | -70.0% | 289 | -64.3% | 0.01% | -75.7% |
| Q3 2018 | $60,000 | – | 809 | – | 0.04% | – |
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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% |