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 | $360,696 | -5.7% | 8,708 | -0.3% | 0.20% | -0.5% |
| Q2 2023 | $382,534 | -90.5% | 8,734 | -90.9% | 0.20% | -90.9% |
| Q1 2023 | $4,029,323 | +105214.2% | 96,096 | +1.8% | 2.16% | +5.9% |
| Q4 2022 | $3,826 | -98.8% | 94,437 | +1005.0% | 2.04% | +1002.2% |
| Q3 2022 | $323,000 | -0.3% | 8,546 | +2.9% | 0.18% | +7.6% |
| Q2 2022 | $324,000 | -0.6% | 8,304 | +20.8% | 0.17% | +14.7% |
| Q1 2022 | $326,000 | +7.9% | 6,877 | +133.0% | 0.15% | +4.9% |
| Q4 2021 | $302,000 | +2.4% | 2,951 | +0.2% | 0.14% | -4.0% |
| Q3 2021 | $295,000 | +0.7% | 2,946 | +4.8% | 0.15% | -0.7% |
| Q2 2021 | $293,000 | -24.9% | 2,812 | -28.2% | 0.15% | -30.2% |
| Q1 2021 | $390,000 | +54.8% | 3,917 | +37.9% | 0.22% | +44.3% |
| Q4 2020 | $252,000 | +23.5% | 2,840 | -5.2% | 0.15% | +4.2% |
| Q3 2020 | $204,000 | -1.9% | 2,995 | -6.0% | 0.14% | -10.1% |
| Q2 2020 | $208,000 | -18.8% | 3,186 | -13.4% | 0.16% | -35.4% |
| Q3 2019 | $256,000 | +7.1% | 3,679 | +9.9% | 0.25% | +3.4% |
| Q2 2019 | $239,000 | – | 3,347 | – | 0.24% | – |
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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% |