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 | $59,355 | -21.9% | 1,433 | -17.4% | 0.02% | -15.0% |
| Q2 2023 | $75,993 | +26.5% | 1,735 | +21.1% | 0.02% | +17.6% |
| Q1 2023 | $60,086 | +196.6% | 1,433 | +186.6% | 0.02% | +183.3% |
| Q4 2022 | $20,255 | +305.1% | 500 | +278.8% | 0.01% | +200.0% |
| Q3 2022 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | – | 132 | – | 0.00% | – |
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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% |