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 | $1,457,497 | -8.3% | 35,188 | -3.0% | 0.40% | -6.5% |
| Q2 2023 | $1,588,561 | +8.8% | 36,269 | +4.1% | 0.43% | -1.2% |
| Q1 2023 | $1,460,706 | +4.3% | 34,837 | +0.8% | 0.43% | -5.2% |
| Q4 2022 | $1,400,605 | -8.5% | 34,574 | -14.7% | 0.46% | -16.9% |
| Q3 2022 | $1,531,000 | -4.1% | 40,511 | -1.0% | 0.55% | +0.7% |
| Q2 2022 | $1,596,000 | -15.2% | 40,930 | +3.0% | 0.55% | -3.4% |
| Q1 2022 | $1,882,000 | -5.0% | 39,730 | +105.3% | 0.57% | -3.9% |
| Q4 2021 | $1,982,000 | +8.5% | 19,352 | +6.0% | 0.59% | -4.7% |
| Q3 2021 | $1,827,000 | +2.5% | 18,250 | +6.7% | 0.62% | -0.3% |
| Q2 2021 | $1,783,000 | +14.7% | 17,111 | +9.7% | 0.62% | +3.0% |
| Q1 2021 | $1,555,000 | +23.2% | 15,597 | +10.0% | 0.60% | +13.6% |
| Q4 2020 | $1,262,000 | +34.7% | 14,178 | +3.3% | 0.53% | +18.3% |
| Q3 2020 | $937,000 | +6.6% | 13,720 | +2.0% | 0.45% | -3.4% |
| Q2 2020 | $879,000 | +37.6% | 13,446 | +8.5% | 0.46% | +13.4% |
| Q1 2020 | $639,000 | – | 12,396 | – | 0.41% | – |
Download | ||||||
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% |