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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,497 | +4.7% | 35,708 | +1.2% | 0.61% | -3.5% |
| Q4 2022 | $1,430 | -99.9% | 35,294 | -0.4% | 0.64% | -0.3% |
| Q3 2022 | $1,340,000 | -1.1% | 35,443 | +2.0% | 0.64% | +2.7% |
| Q2 2022 | $1,355,000 | -19.0% | 34,752 | -1.6% | 0.62% | -9.1% |
| Q1 2022 | $1,672,000 | -6.4% | 35,311 | +102.3% | 0.68% | -1.9% |
| Q4 2021 | $1,787,000 | +2.1% | 17,453 | -0.2% | 0.70% | -4.5% |
| Q3 2021 | $1,751,000 | -4.3% | 17,495 | -0.4% | 0.73% | -8.1% |
| Q2 2021 | $1,830,000 | +3.2% | 17,568 | -1.3% | 0.79% | -18.2% |
| Q1 2021 | $1,774,000 | +8.8% | 17,801 | -2.8% | 0.97% | +0.2% |
| Q4 2020 | $1,630,000 | +29.1% | 18,316 | -1.0% | 0.97% | +13.6% |
| Q3 2020 | $1,263,000 | +3.2% | 18,493 | -1.3% | 0.85% | -7.4% |
| Q2 2020 | $1,224,000 | +15.8% | 18,728 | -8.7% | 0.92% | -0.2% |
| Q1 2020 | $1,057,000 | -40.9% | 20,522 | -13.3% | 0.92% | -37.6% |
| Q4 2019 | $1,790,000 | +3.2% | 23,665 | -4.8% | 1.48% | -4.0% |
| Q3 2019 | $1,734,000 | -10.1% | 24,867 | -7.8% | 1.54% | -13.4% |
| Q2 2019 | $1,928,000 | -1.4% | 26,968 | -3.5% | 1.78% | -6.9% |
| Q1 2019 | $1,955,000 | – | 27,959 | – | 1.91% | – |
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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% |