SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $398,000 | -2.9% | 10,539 | +0.1% | 0.29% | -4.6% |
| Q2 2022 | $410,000 | -42.9% | 10,526 | -30.6% | 0.30% | -32.7% |
| Q1 2022 | $718,000 | +52.4% | 15,160 | +229.6% | 0.45% | +61.5% |
| Q4 2021 | $471,000 | -63.9% | 4,600 | -82.6% | 0.28% | -68.1% |
| Q3 2021 | $1,303,000 | -11.2% | 26,500 | -8.4% | 0.87% | -15.1% |
| Q2 2021 | $1,467,000 | -1.1% | 28,917 | -7.3% | 1.03% | -10.5% |
| Q1 2021 | $1,484,000 | +374.1% | 31,185 | +786.2% | 1.15% | +304.2% |
| Q4 2020 | $313,000 | – | 3,519 | – | 0.28% | – |
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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% |