SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,248 | -3.7% | 30,124 | +1.8% | 0.53% | +1.7% |
| Q2 2023 | $1,296 | +5.7% | 29,587 | +1.2% | 0.52% | +0.8% |
| Q1 2023 | $1,226 | +3.5% | 29,245 | +0.1% | 0.51% | -2.3% |
| Q4 2022 | $1,184 | -99.9% | 29,218 | +3.6% | 0.53% | +5.4% |
| Q3 2022 | $1,066,000 | -2.2% | 28,202 | +11.4% | 0.50% | +13.4% |
| Q2 2022 | $1,090,000 | -10.1% | 25,310 | -1.2% | 0.44% | -0.7% |
| Q1 2022 | $1,213,000 | -4.3% | 25,623 | +106.9% | 0.44% | -2.4% |
| Q4 2021 | $1,268,000 | +4.2% | 12,386 | +1.9% | 0.45% | +0.4% |
| Q3 2021 | $1,217,000 | -3.3% | 12,155 | +0.6% | 0.45% | -3.4% |
| Q2 2021 | $1,259,000 | -2.7% | 12,084 | -6.9% | 0.47% | +4.2% |
| Q1 2021 | $1,294,000 | +20.6% | 12,985 | +7.7% | 0.45% | +6.7% |
| Q4 2020 | $1,073,000 | +47.0% | 12,053 | +12.9% | 0.42% | +27.2% |
| Q3 2020 | $730,000 | – | 10,680 | – | 0.33% | – |
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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% |