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 | $288,481 | -7.4% | 7,079 | +0.0% | 0.07% | -3.9% |
| Q2 2023 | $311,603 | +12.0% | 7,077 | +6.5% | 0.08% | +5.5% |
| Q1 2023 | $278,241 | -3.8% | 6,647 | +0.2% | 0.07% | -6.4% |
| Q4 2022 | $289,172 | -29.8% | 6,634 | -35.3% | 0.08% | -38.6% |
| Q3 2022 | $412,000 | +1.5% | 10,259 | +8.8% | 0.13% | +7.6% |
| Q2 2022 | $406,000 | -89.4% | 9,431 | -88.9% | 0.12% | -88.4% |
| Q1 2022 | $3,843,000 | -25.0% | 85,328 | +66.0% | 1.02% | -24.1% |
| Q4 2021 | $5,126,000 | +4.1% | 51,389 | +7.7% | 1.34% | -0.8% |
| Q3 2021 | $4,926,000 | +9.7% | 47,720 | +6.2% | 1.36% | +5.4% |
| Q2 2021 | $4,491,000 | +11.2% | 44,947 | +13.0% | 1.29% | -2.1% |
| Q1 2021 | $4,040,000 | +7.6% | 39,780 | +5.1% | 1.31% | +2.8% |
| Q4 2020 | $3,754,000 | +661.5% | 37,848 | +445.6% | 1.28% | +545.5% |
| Q3 2020 | $493,000 | -1.0% | 6,937 | 0.0% | 0.20% | -1.5% |
| Q2 2020 | $498,000 | +27.4% | 6,937 | -4.1% | 0.20% | +3.1% |
| Q1 2020 | $391,000 | -48.8% | 7,232 | -28.1% | 0.20% | -42.6% |
| Q4 2019 | $763,000 | +3.2% | 10,058 | +0.6% | 0.34% | -5.8% |
| Q3 2019 | $739,000 | – | 10,000 | – | 0.36% | – |
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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% |