SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 834 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $117,771 | -3.6% | 2,482 | 0.0% | 0.03% | -9.7% |
| Q1 2024 | $122,214 | +9.1% | 2,482 | +4.6% | 0.03% | 0.0% |
| Q4 2023 | $112,053 | +14.1% | 2,372 | 0.0% | 0.03% | -6.1% |
| Q3 2023 | $98,248 | -5.4% | 2,372 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $103,894 | +4.5% | 2,372 | 0.0% | 0.03% | -5.6% |
| Q1 2023 | $99,458 | +8.5% | 2,372 | -2.1% | 0.04% | -16.3% |
| Q4 2022 | $91,627 | -0.4% | 2,424 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $92,000 | -1.1% | 2,424 | +3.3% | 0.04% | -14.0% |
| Q2 2022 | $93,000 | +830.0% | 2,346 | +2269.7% | 0.05% | +733.3% |
| Q3 2021 | $10,000 | 0.0% | 99 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | – | 99 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |