SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,321,056 | -14.0% | 31,894 | -9.1% | 0.64% | -8.4% |
| Q2 2023 | $1,536,364 | +8.5% | 35,077 | +3.8% | 0.70% | +7.6% |
| Q1 2023 | $1,416,611 | +2.7% | 33,785 | -0.7% | 0.65% | -8.0% |
| Q4 2022 | $1,378,930 | +26.5% | 34,040 | +18.1% | 0.71% | +26.1% |
| Q3 2022 | $1,090,000 | -13.8% | 28,823 | -11.1% | 0.56% | -7.5% |
| Q2 2022 | $1,264,000 | -26.2% | 32,420 | -10.3% | 0.61% | -17.7% |
| Q1 2022 | $1,712,000 | -21.1% | 36,156 | +70.6% | 0.74% | -23.0% |
| Q4 2021 | $2,171,000 | -22.1% | 21,199 | -23.8% | 0.96% | -27.6% |
| Q3 2021 | $2,786,000 | -31.4% | 27,832 | -28.6% | 1.33% | -32.3% |
| Q2 2021 | $4,060,000 | -14.0% | 38,975 | -17.7% | 1.96% | -18.3% |
| Q1 2021 | $4,722,000 | +8.8% | 47,372 | -2.8% | 2.40% | +2.4% |
| Q4 2020 | $4,340,000 | +20.5% | 48,761 | -7.5% | 2.34% | +7.0% |
| Q3 2020 | $3,603,000 | -6.1% | 52,735 | -10.3% | 2.19% | -11.3% |
| Q2 2020 | $3,839,000 | +21.8% | 58,761 | -3.9% | 2.47% | +3.4% |
| Q1 2020 | $3,152,000 | -35.6% | 61,171 | -5.4% | 2.39% | -25.7% |
| Q4 2019 | $4,891,000 | +9.7% | 64,661 | +1.1% | 3.21% | +2.8% |
| Q3 2019 | $4,458,000 | +0.1% | 63,934 | +2.6% | 3.13% | -5.0% |
| Q2 2019 | $4,454,000 | +7.8% | 62,305 | +5.5% | 3.29% | +8.0% |
| Q1 2019 | $4,130,000 | +11.6% | 59,061 | -3.1% | 3.04% | -6.8% |
| Q4 2018 | $3,700,000 | – | 60,968 | – | 3.27% | – |
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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% |