SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,087,109 | -4.0% | 315,961 | +1.5% | 12.05% | -0.1% |
| Q2 2023 | $13,631,442 | +7.8% | 311,220 | +3.2% | 12.07% | +4.4% |
| Q1 2023 | $12,647,105 | +6.2% | 301,624 | +2.6% | 11.56% | +0.2% |
| Q4 2022 | $11,905,599 | +6.1% | 293,893 | -1.0% | 11.53% | -1.3% |
| Q3 2022 | $11,221,000 | -2.9% | 296,841 | +0.1% | 11.68% | +5.0% |
| Q2 2022 | $11,561,000 | -16.7% | 296,524 | +1.2% | 11.13% | -3.6% |
| Q1 2022 | $13,882,000 | -16.9% | 293,115 | +79.6% | 11.54% | -3.9% |
| Q4 2021 | $16,712,000 | +0.5% | 163,200 | -1.7% | 12.01% | -1.3% |
| Q3 2021 | $16,624,000 | -2.8% | 166,074 | +1.1% | 12.17% | -1.4% |
| Q2 2021 | $17,111,000 | -1.5% | 164,245 | -5.7% | 12.35% | -4.6% |
| Q1 2021 | $17,364,000 | +19.5% | 174,217 | +6.7% | 12.95% | +1.7% |
| Q4 2020 | $14,530,000 | +24.5% | 163,261 | -4.4% | 12.73% | +4.9% |
| Q3 2020 | $11,669,000 | +6.7% | 170,788 | +2.0% | 12.14% | -0.3% |
| Q2 2020 | $10,937,000 | +18.9% | 167,381 | -6.3% | 12.18% | -0.1% |
| Q1 2020 | $9,200,000 | -36.6% | 178,574 | -6.9% | 12.18% | -13.6% |
| Q4 2019 | $14,511,000 | – | 191,837 | – | 14.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 201,177 | $20,601,000 | 13.24% |
| Strategic Financial Planning, Inc. | 163,200 | $16,712,000 | 12.01% |
| Financial Advisors, LLC | 364,323 | $37,307,000 | 11.37% |
| COLUMBIA ADVISORY PARTNERS LLC | 98,678 | $10,105,000 | 10.07% |
| FIDELIS iM, LLC | 165,544 | $16,952,000 | 9.68% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 225,880 | $23,130,000 | 9.50% |
| Mokosak Advisory Group, LLC | 205,964 | $21,092,000 | 8.09% |
| Ascension Capital Advisors, Inc. | 115,174 | $11,794,000 | 7.73% |
| Scarborough Advisors, LLC | 210,617 | $21,567,000 | 7.41% |
| Charles Schwab Investment Advisory, Inc. | 44,633,989 | $4,570,520,000 | 7.17% |