SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $972,937 | -5.5% | 23,490 | -0.1% | 0.49% | -1.8% |
| Q2 2023 | $1,029,479 | +26.3% | 23,504 | +20.9% | 0.50% | +19.2% |
| Q1 2023 | $815,127 | +2.7% | 19,440 | -0.7% | 0.42% | -6.6% |
| Q4 2022 | $793,435 | +5.9% | 19,586 | -1.2% | 0.45% | -3.6% |
| Q3 2022 | $749,000 | -8.2% | 19,822 | +2.2% | 0.47% | +0.6% |
| Q2 2022 | $816,000 | +9.2% | 19,394 | +15.2% | 0.47% | +15.1% |
| Q1 2022 | $747,000 | -6.2% | 16,835 | +102.6% | 0.40% | -3.1% |
| Q4 2021 | $796,000 | -3.5% | 8,309 | +9.9% | 0.42% | -1.4% |
| Q3 2021 | $825,000 | +9.9% | 7,563 | +2.7% | 0.42% | +3.2% |
| Q2 2021 | $751,000 | +3.9% | 7,362 | +2.7% | 0.41% | -1.2% |
| Q1 2021 | $723,000 | +50.6% | 7,169 | +48.3% | 0.42% | +46.0% |
| Q4 2020 | $480,000 | +35.6% | 4,835 | +0.5% | 0.28% | +13.1% |
| Q3 2020 | $354,000 | +12.4% | 4,810 | +4.8% | 0.25% | +3.3% |
| Q2 2020 | $315,000 | +17.1% | 4,591 | -1.5% | 0.24% | -4.3% |
| Q1 2020 | $269,000 | +26.3% | 4,659 | +64.0% | 0.26% | +28.8% |
| Q4 2019 | $213,000 | – | 2,840 | – | 0.20% | – |
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% |