SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,088 | -5.7% | 8,935 | -0.3% | 0.17% | -0.6% |
| Q2 2023 | $392,492 | +11.9% | 8,961 | +7.2% | 0.17% | +11.8% |
| Q1 2023 | $350,661 | +3.1% | 8,363 | -0.4% | 0.15% | +7.0% |
| Q4 2022 | $340,000 | +1.8% | 8,393 | -4.9% | 0.14% | -5.3% |
| Q3 2022 | $334,000 | +12.1% | 8,823 | +15.5% | 0.15% | +18.0% |
| Q2 2022 | $298,000 | -10.2% | 7,637 | +8.9% | 0.13% | -17.4% |
| Q1 2022 | $332,000 | +51.6% | 7,014 | +220.3% | 0.16% | +36.0% |
| Q3 2021 | $219,000 | -3.9% | 2,190 | 0.0% | 0.11% | -8.1% |
| Q2 2021 | $228,000 | +4.6% | 2,190 | 0.0% | 0.12% | -4.6% |
| Q1 2021 | $218,000 | +45.3% | 2,190 | 0.0% | 0.13% | +10.2% |
| Q3 2020 | $150,000 | – | 2,190 | – | 0.12% | – |
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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% |