SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,894,408 | -10.2% | 45,737 | -5.1% | 0.02% | +4.5% |
| Q2 2023 | $2,110,453 | +38.7% | 48,184 | +32.7% | 0.02% | +15.8% |
| Q1 2023 | $1,522,054 | +49.9% | 36,300 | +44.8% | 0.02% | -47.2% |
| Q4 2022 | $1,015,280 | +74.1% | 25,062 | +62.5% | 0.04% | +56.5% |
| Q3 2022 | $583,000 | +10.2% | 15,427 | +13.8% | 0.02% | +9.5% |
| Q2 2022 | $529,000 | -18.6% | 13,561 | -1.2% | 0.02% | -8.7% |
| Q1 2022 | $650,000 | -4.4% | 13,728 | +106.9% | 0.02% | 0.0% |
| Q4 2021 | $680,000 | +19.5% | 6,636 | +16.7% | 0.02% | +9.5% |
| Q3 2021 | $569,000 | -5.0% | 5,687 | -1.1% | 0.02% | -12.5% |
| Q2 2021 | $599,000 | +4.4% | 5,750 | -0.2% | 0.02% | -4.0% |
| Q1 2021 | $574,000 | +16.0% | 5,761 | +3.5% | 0.02% | +8.7% |
| Q4 2020 | $495,000 | +34.9% | 5,564 | +3.5% | 0.02% | +21.1% |
| Q3 2020 | $367,000 | +5.2% | 5,374 | +0.6% | 0.02% | 0.0% |
| Q2 2020 | $349,000 | +26.9% | 5,340 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $275,000 | -37.1% | 5,340 | -7.6% | 0.02% | -44.1% |
| Q4 2019 | $437,000 | – | 5,778 | – | 0.03% | – |
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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% |