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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,474 | -90.0% | 1,686 | -88.1% | 0.13% | -73.6% |
| Q1 2022 | $672,000 | -80.4% | 14,183 | -56.9% | 0.49% | -79.8% |
| Q4 2021 | $3,431,000 | +223.4% | 32,931 | +210.6% | 2.42% | +204.9% |
| Q3 2021 | $1,061,000 | -69.1% | 10,603 | -67.8% | 0.79% | -67.2% |
| Q2 2021 | $3,431,000 | +8.0% | 32,931 | +3.3% | 2.42% | +3.2% |
| Q1 2021 | $3,177,000 | +87.9% | 31,879 | +67.8% | 2.35% | +72.7% |
| Q4 2020 | $1,691,000 | +140.9% | 19,002 | +85.0% | 1.36% | +113.7% |
| Q3 2020 | $702,000 | +158.1% | 10,274 | +147.1% | 0.64% | +84.3% |
| Q2 2020 | $272,000 | -58.3% | 4,158 | -51.9% | 0.34% | -51.1% |
| Q4 2019 | $653,000 | +7.9% | 8,637 | -0.4% | 0.71% | +2.8% |
| Q3 2019 | $605,000 | -36.5% | 8,672 | -35.0% | 0.69% | -36.0% |
| Q2 2019 | $953,000 | -23.9% | 13,334 | -25.5% | 1.07% | -25.8% |
| Q1 2019 | $1,252,000 | -19.1% | 17,908 | -29.8% | 1.45% | -22.6% |
| Q4 2018 | $1,548,000 | – | 25,505 | – | 1.87% | – |
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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% |