SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,585 | -5.2% | 10,637 | +0.3% | 0.12% | -3.3% |
| Q2 2023 | $464,630 | +7.6% | 10,608 | +3.0% | 0.12% | -1.6% |
| Q1 2023 | $431,879 | -28.7% | 10,300 | -31.1% | 0.12% | -32.8% |
| Q4 2022 | $605,503 | +17.1% | 14,947 | +9.2% | 0.19% | +5.1% |
| Q3 2022 | $517,000 | -2.1% | 13,692 | +1.0% | 0.18% | +0.6% |
| Q2 2022 | $528,000 | -13.2% | 13,563 | +5.5% | 0.18% | +4.1% |
| Q1 2022 | $608,000 | -16.3% | 12,851 | +81.1% | 0.17% | -9.6% |
| Q4 2021 | $726,000 | +17.5% | 7,098 | +14.8% | 0.19% | +10.7% |
| Q3 2021 | $618,000 | -1.0% | 6,182 | +3.2% | 0.17% | -4.0% |
| Q2 2021 | $624,000 | +14.3% | 5,993 | +9.4% | 0.18% | +4.8% |
| Q1 2021 | $546,000 | +20.5% | 5,480 | +7.6% | 0.17% | +16.7% |
| Q4 2020 | $453,000 | +35.6% | 5,092 | +4.0% | 0.14% | +17.1% |
| Q3 2020 | $334,000 | +1.2% | 4,898 | -3.3% | 0.12% | -10.2% |
| Q2 2020 | $330,000 | +42.9% | 5,065 | +12.7% | 0.14% | +15.1% |
| Q1 2020 | $231,000 | -3.8% | 4,493 | +41.4% | 0.12% | +30.8% |
| Q4 2019 | $240,000 | – | 3,177 | – | 0.09% | – |
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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% |