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 | $462,662 | -5.4% | 11,170 | 0.0% | 0.10% | -2.0% |
Q2 2023 | $489,246 | +6.8% | 11,170 | +2.2% | 0.10% | 0.0% |
Q1 2023 | $458,086 | -3.1% | 10,925 | -6.4% | 0.10% | -8.3% |
Q4 2022 | $472,752 | +13.1% | 11,670 | +5.7% | 0.11% | +4.9% |
Q3 2022 | $418,000 | -2.1% | 11,045 | +0.9% | 0.10% | -1.0% |
Q2 2022 | $427,000 | -14.3% | 10,945 | +4.0% | 0.10% | -1.0% |
Q1 2022 | $498,000 | -7.1% | 10,520 | +101.0% | 0.10% | -1.9% |
Q4 2021 | $536,000 | +2.5% | 5,235 | +0.1% | 0.11% | -6.1% |
Q3 2021 | $523,000 | -8.1% | 5,229 | -4.2% | 0.11% | -9.5% |
Q2 2021 | $569,000 | +4.6% | 5,461 | 0.0% | 0.13% | -5.3% |
Q1 2021 | $544,000 | +12.4% | 5,461 | +0.5% | 0.13% | +3.9% |
Q4 2020 | $484,000 | +30.8% | 5,434 | +0.5% | 0.13% | +15.3% |
Q3 2020 | $370,000 | +4.8% | 5,409 | 0.0% | 0.11% | -4.3% |
Q2 2020 | $353,000 | -7.3% | 5,409 | -26.8% | 0.12% | -24.2% |
Q1 2020 | $381,000 | -70.4% | 7,386 | -56.7% | 0.15% | -58.6% |
Q4 2019 | $1,289,000 | – | 17,039 | – | 0.37% | – |
Download |
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% |