SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,970,707 | +1.9% | 47,579 | +7.8% | 0.51% | +11.7% |
| Q2 2023 | $1,933,535 | +5.0% | 44,145 | +0.5% | 0.46% | -2.7% |
| Q1 2023 | $1,842,263 | +7.3% | 43,937 | +3.6% | 0.47% | -2.3% |
| Q4 2022 | $1,717,456 | +12.7% | 42,396 | +5.2% | 0.48% | -1.2% |
| Q3 2022 | $1,523,352 | -3.5% | 40,300 | -0.4% | 0.49% | -0.8% |
| Q2 2022 | $1,578,000 | -19.2% | 40,465 | -1.8% | 0.49% | -2.6% |
| Q1 2022 | $1,952,000 | +47.8% | 41,226 | +219.7% | 0.51% | +49.6% |
| Q4 2021 | $1,321,000 | +4.2% | 12,896 | +1.8% | 0.34% | -11.0% |
| Q3 2021 | $1,268,000 | +7.6% | 12,665 | +12.0% | 0.38% | +12.1% |
| Q2 2021 | $1,178,000 | +412.2% | 11,303 | +153.3% | 0.34% | +165.6% |
| Q1 2020 | $230,000 | -27.0% | 4,462 | +7.0% | 0.13% | -4.5% |
| Q4 2019 | $315,000 | -27.1% | 4,171 | -32.7% | 0.13% | -29.8% |
| Q3 2019 | $432,000 | +39.8% | 6,198 | +43.4% | 0.19% | +34.5% |
| Q2 2019 | $309,000 | +39.2% | 4,322 | +36.2% | 0.14% | +31.5% |
| Q1 2019 | $222,000 | -56.7% | 3,174 | -62.5% | 0.11% | -65.3% |
| Q4 2018 | $513,000 | – | 8,453 | – | 0.31% | – |
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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% |