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 | $732,826 | -6.5% | 17,693 | -1.1% | 0.80% | -4.7% |
| Q2 2023 | $783,563 | +2.6% | 17,890 | -1.8% | 0.84% | +16.4% |
| Q1 2023 | $763,761 | -30.8% | 18,215 | -33.1% | 0.72% | -31.5% |
| Q4 2022 | $1,103,417 | -0.6% | 27,238 | -7.3% | 1.05% | -22.4% |
| Q3 2022 | $1,110,000 | -26.2% | 29,372 | -23.9% | 1.35% | -21.4% |
| Q2 2022 | $1,504,000 | -14.4% | 38,575 | +4.0% | 1.72% | -2.3% |
| Q1 2022 | $1,757,000 | -82.6% | 37,096 | -62.4% | 1.76% | -82.5% |
| Q4 2021 | $10,105,000 | – | 98,678 | – | 10.07% | – |
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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% |