SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,781 | -5.4% | 1,564 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $68,503 | +4.5% | 1,564 | 0.0% | 0.06% | -13.2% |
| Q1 2023 | $65,579 | +3.5% | 1,564 | 0.0% | 0.07% | +19.3% |
| Q4 2022 | $63,358 | +7.4% | 1,564 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $59,000 | -3.3% | 1,564 | 0.0% | 0.06% | +5.7% |
| Q2 2022 | $61,000 | -37.8% | 1,564 | -24.5% | 0.05% | -20.9% |
| Q1 2022 | $98,000 | -9.3% | 2,072 | +97.0% | 0.07% | +1.5% |
| Q4 2021 | $108,000 | +9.1% | 1,052 | +6.0% | 0.07% | +4.8% |
| Q3 2021 | $99,000 | -2.9% | 992 | +1.5% | 0.06% | -6.0% |
| Q2 2021 | $102,000 | +1.0% | 977 | -3.6% | 0.07% | -4.3% |
| Q1 2021 | $101,000 | +12.2% | 1,013 | 0.0% | 0.07% | +2.9% |
| Q4 2020 | $90,000 | +23.3% | 1,013 | -3.3% | 0.07% | +6.2% |
| Q3 2020 | $73,000 | +4.3% | 1,048 | -2.6% | 0.06% | -7.2% |
| Q2 2020 | $70,000 | – | 1,076 | – | 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% |