SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,855,045 | -3.9% | 117,215 | +1.6% | 2.48% | -2.4% |
| Q2 2023 | $5,052,680 | +5.6% | 115,358 | +1.1% | 2.54% | +0.1% |
| Q1 2023 | $4,782,997 | +103070.8% | 114,071 | -0.3% | 2.54% | -2.5% |
| Q4 2022 | $4,636 | -99.9% | 114,430 | +0.5% | 2.60% | +2.5% |
| Q3 2022 | $4,304,000 | -2.6% | 113,870 | +0.5% | 2.54% | +0.8% |
| Q2 2022 | $4,418,000 | -15.5% | 113,309 | +2.6% | 2.52% | -1.3% |
| Q1 2022 | $5,230,000 | -6.3% | 110,440 | +102.6% | 2.56% | -5.3% |
| Q4 2021 | $5,582,000 | +3.3% | 54,507 | +0.9% | 2.70% | -5.8% |
| Q3 2021 | $5,405,000 | -4.6% | 53,996 | -0.7% | 2.86% | -4.6% |
| Q2 2021 | $5,667,000 | +4.3% | 54,396 | -0.2% | 3.00% | -4.1% |
| Q1 2021 | $5,435,000 | +11.6% | 54,525 | -0.3% | 3.13% | -2.1% |
| Q4 2020 | $4,869,000 | +29.6% | 54,708 | -0.5% | 3.20% | +13.7% |
| Q3 2020 | $3,756,000 | +3.6% | 54,970 | -0.9% | 2.81% | -8.0% |
| Q2 2020 | $3,626,000 | +23.2% | 55,487 | -2.9% | 3.06% | -5.6% |
| Q1 2020 | $2,944,000 | -29.9% | 57,152 | +2.9% | 3.24% | -14.0% |
| Q4 2019 | $4,201,000 | – | 55,534 | – | 3.77% | – |
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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% |