SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,766,499 | -3.2% | 66,791 | +2.3% | 0.98% | -2.1% |
| Q2 2023 | $2,858,567 | +2.0% | 65,264 | -2.3% | 1.00% | -3.5% |
| Q1 2023 | $2,801,469 | +4.7% | 66,813 | +1.1% | 1.03% | -3.0% |
| Q4 2022 | $2,675,969 | +99.0% | 66,057 | +85.7% | 1.06% | +63.6% |
| Q3 2022 | $1,345,000 | -9.7% | 35,579 | -6.8% | 0.65% | -8.8% |
| Q2 2022 | $1,489,000 | -7.4% | 38,177 | +12.5% | 0.71% | -10.0% |
| Q1 2022 | $1,608,000 | +4.6% | 33,950 | +126.2% | 0.79% | +1.7% |
| Q4 2021 | $1,537,000 | +123.4% | 15,009 | +118.2% | 0.78% | +83.1% |
| Q3 2021 | $688,000 | -3.8% | 6,878 | +0.3% | 0.43% | -6.4% |
| Q2 2021 | $715,000 | +2.9% | 6,860 | -1.6% | 0.46% | -6.0% |
| Q1 2021 | $695,000 | +9.6% | 6,971 | -2.1% | 0.48% | +1.3% |
| Q4 2020 | $634,000 | +37.8% | 7,120 | +5.7% | 0.48% | +22.9% |
| Q3 2020 | $460,000 | +8.7% | 6,739 | +4.1% | 0.39% | +1.6% |
| Q2 2020 | $423,000 | +6.8% | 6,475 | -15.9% | 0.38% | -8.4% |
| Q1 2020 | $396,000 | +40.4% | 7,696 | +106.4% | 0.42% | +69.9% |
| Q4 2019 | $282,000 | – | 3,728 | – | 0.25% | – |
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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% |