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 | $296,048 | -9.6% | 7,227 | +0.1% | 0.20% | +8.2% |
| Q2 2023 | $327,415 | +5.1% | 7,223 | +0.3% | 0.18% | -3.7% |
| Q1 2023 | $311,398 | -1.7% | 7,204 | -1.4% | 0.19% | -1.0% |
| Q4 2022 | $316,845 | +12.0% | 7,304 | +3.7% | 0.19% | +14.9% |
| Q3 2022 | $283,000 | -6.6% | 7,044 | +0.3% | 0.17% | -21.1% |
| Q2 2022 | $303,000 | -9.8% | 7,026 | +93.1% | 0.21% | +22.4% |
| Q1 2022 | $336,000 | 0.0% | 3,638 | 0.0% | 0.17% | 0.0% |
| Q4 2021 | $336,000 | -14.5% | 3,638 | -4.6% | 0.17% | -7.0% |
| Q3 2021 | $393,000 | +1.3% | 3,813 | +0.1% | 0.19% | -15.8% |
| Q2 2021 | $388,000 | -3.5% | 3,808 | -4.2% | 0.22% | -18.7% |
| Q1 2021 | $402,000 | +11.7% | 3,977 | -1.4% | 0.27% | +19.2% |
| Q4 2020 | $360,000 | +24.1% | 4,034 | -1.0% | 0.23% | -5.8% |
| Q3 2020 | $290,000 | +4.3% | 4,073 | -0.2% | 0.24% | -15.6% |
| Q2 2020 | $278,000 | +7.3% | 4,081 | -7.5% | 0.29% | -31.3% |
| Q1 2020 | $259,000 | – | 4,414 | – | 0.42% | – |
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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% |