SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,074 | -9.4% | 10,480 | -4.2% | 0.09% | -8.2% |
| Q2 2023 | $479,144 | +6.1% | 10,939 | +1.6% | 0.10% | 0.0% |
| Q1 2023 | $451,457 | +8.4% | 10,767 | +4.7% | 0.10% | +2.1% |
| Q4 2022 | $416,625 | +96.5% | 10,284 | +129.8% | 0.10% | +113.3% |
| Q1 2022 | $212,000 | -4.9% | 4,475 | +105.4% | 0.04% | 0.0% |
| Q4 2021 | $223,000 | +1.8% | 2,179 | -0.4% | 0.04% | -4.3% |
| Q3 2021 | $219,000 | -3.1% | 2,188 | +0.9% | 0.05% | -11.3% |
| Q2 2021 | $226,000 | +6.1% | 2,169 | +1.5% | 0.05% | -17.2% |
| Q1 2021 | $213,000 | +1.9% | 2,136 | -9.1% | 0.06% | -25.6% |
| Q4 2020 | $209,000 | +25.1% | 2,351 | -3.7% | 0.09% | +2.4% |
| Q3 2020 | $167,000 | -37.9% | 2,442 | -40.7% | 0.08% | -42.1% |
| Q2 2020 | $269,000 | -42.2% | 4,118 | -54.3% | 0.14% | -47.7% |
| Q1 2020 | $465,000 | -35.1% | 9,019 | -4.7% | 0.28% | -37.9% |
| Q4 2019 | $716,000 | – | 9,467 | – | 0.45% | – |
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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% |