SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,057 | -16.5% | 8,936 | -2.3% | 0.11% | -8.1% |
| Q2 2023 | $416,646 | +6.6% | 9,145 | -1.9% | 0.12% | -3.1% |
| Q1 2023 | $390,830 | -5.4% | 9,321 | -0.1% | 0.13% | -9.9% |
| Q4 2022 | $413,226 | +6.2% | 9,330 | -0.4% | 0.14% | -4.1% |
| Q3 2022 | $389,000 | +4.6% | 9,365 | -1.7% | 0.15% | -1.3% |
| Q2 2022 | $372,000 | -13.9% | 9,531 | +1.5% | 0.15% | -2.0% |
| Q1 2022 | $432,000 | -9.1% | 9,386 | +102.2% | 0.15% | -18.6% |
| Q4 2021 | $475,000 | +2.6% | 4,641 | +0.4% | 0.19% | -16.1% |
| Q3 2021 | $463,000 | -2.9% | 4,622 | +1.0% | 0.22% | -0.9% |
| Q2 2021 | $477,000 | +2.8% | 4,578 | -0.4% | 0.23% | -3.0% |
| Q1 2021 | $464,000 | +13.7% | 4,598 | +0.2% | 0.23% | -19.4% |
| Q4 2020 | $408,000 | – | 4,589 | – | 0.29% | – |
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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% |