SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $204,392 | -3.2% | 4,962 | +2.1% | 0.20% | -6.6% |
Q2 2023 | $211,116 | -13.4% | 4,862 | -17.2% | 0.21% | -31.9% |
Q4 2022 | $243,650 | -16.8% | 5,874 | -22.4% | 0.31% | -25.1% |
Q3 2022 | $293,000 | -10.1% | 7,566 | 0.0% | 0.41% | -3.5% |
Q2 2022 | $326,000 | -58.5% | 7,566 | -53.9% | 0.43% | -57.4% |
Q1 2022 | $785,000 | -12.9% | 16,412 | +82.5% | 1.01% | -15.7% |
Q4 2021 | $901,000 | -0.4% | 8,991 | 0.0% | 1.19% | -13.9% |
Q3 2021 | $905,000 | +3.5% | 8,991 | +7.2% | 1.39% | +0.1% |
Q2 2021 | $874,000 | +9.9% | 8,391 | +6.6% | 1.38% | -2.5% |
Q1 2021 | $795,000 | -0.1% | 7,870 | -12.0% | 1.42% | -8.8% |
Q4 2020 | $796,000 | +1.5% | 8,944 | -22.0% | 1.56% | -22.9% |
Q3 2020 | $784,000 | -0.1% | 11,472 | -4.5% | 2.02% | -20.2% |
Q2 2020 | $785,000 | -38.9% | 12,017 | -51.8% | 2.53% | -56.5% |
Q1 2020 | $1,284,000 | -29.9% | 24,924 | +2.9% | 5.82% | +3.4% |
Q4 2019 | $1,832,000 | – | 24,219 | – | 5.63% | – |
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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% |