SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,851,267 | -13.0% | 44,695 | -8.0% | 0.01% | -11.1% |
| Q2 2023 | $2,128,680 | +7.2% | 48,600 | +2.6% | 0.01% | 0.0% |
| Q1 2023 | $1,986,476 | +8.3% | 47,376 | +4.7% | 0.01% | 0.0% |
| Q4 2022 | $1,833,847 | +8.3% | 45,269 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $1,693,000 | +39.5% | 44,800 | +43.9% | 0.01% | +50.0% |
| Q2 2022 | $1,214,000 | -0.8% | 31,131 | +20.4% | 0.01% | +20.0% |
| Q1 2022 | $1,224,000 | +70.0% | 25,852 | +267.6% | 0.01% | +66.7% |
| Q4 2021 | $720,000 | -61.7% | 7,033 | -62.5% | 0.00% | -66.7% |
| Q3 2021 | $1,879,000 | +53.8% | 18,775 | +60.1% | 0.01% | +50.0% |
| Q2 2021 | $1,222,000 | – | 11,727 | – | 0.01% | – |
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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% |