SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $391,000 | -3.9% | 10,334 | -1.1% | 0.28% | +20.8% |
Q2 2022 | $407,000 | -21.0% | 10,448 | -3.9% | 0.23% | -6.1% |
Q1 2022 | $515,000 | +48.8% | 10,873 | +222.2% | 0.25% | +53.8% |
Q4 2021 | $346,000 | +5.2% | 3,375 | +2.8% | 0.16% | -6.4% |
Q3 2021 | $329,000 | +5.1% | 3,282 | +9.3% | 0.17% | +1.8% |
Q2 2021 | $313,000 | – | 3,003 | – | 0.17% | – |
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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% |