SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,953 | -6.4% | 192 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $8,497 | +4.5% | 194 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,134 | +3.5% | 194 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,859 | +12.3% | 194 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 194 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $8,000 | -11.1% | 194 | -3.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 200 | +106.2% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 97 | -1.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | -33.3% | 98 | -30.0% | 0.00% | -40.0% |
| Q2 2021 | $15,000 | +7.1% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 140 | -7.9% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | +40.0% | 152 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $10,000 | -37.5% | 152 | -37.2% | 0.00% | -42.9% |
| Q2 2020 | $16,000 | +23.1% | 242 | -5.5% | 0.01% | 0.0% |
| Q1 2020 | $13,000 | -35.0% | 256 | -4.8% | 0.01% | -12.5% |
| Q4 2019 | $20,000 | – | 269 | – | 0.01% | – |
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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% |