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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $297,100 | +98.1% | 7,334 | +85.0% | 0.04% | -12.5% |
| Q3 2022 | $150,000 | -99.9% | 3,964 | -6.3% | 0.05% | -12.7% |
| Q2 2022 | $164,889,000 | +33346.0% | 4,229 | -59.4% | 0.06% | -58.6% |
| Q1 2022 | $493,000 | -30.6% | 10,412 | +46.8% | 0.13% | -47.4% |
| Q3 2021 | $710,000 | -34.4% | 7,092 | -31.8% | 0.25% | -38.4% |
| Q2 2021 | $1,083,000 | – | 10,392 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 201,177 | $20,601,000 | 13.24% |
| Strategic Financial Planning, Inc. | 163,200 | $16,712,000 | 12.01% |
| Financial Advisors, LLC | 364,323 | $37,307,000 | 11.37% |
| COLUMBIA ADVISORY PARTNERS LLC | 98,678 | $10,105,000 | 10.07% |
| FIDELIS iM, LLC | 165,544 | $16,952,000 | 9.68% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 225,880 | $23,130,000 | 9.50% |
| Mokosak Advisory Group, LLC | 205,964 | $21,092,000 | 8.09% |
| Ascension Capital Advisors, Inc. | 115,174 | $11,794,000 | 7.73% |
| Scarborough Advisors, LLC | 210,617 | $21,567,000 | 7.41% |
| Charles Schwab Investment Advisory, Inc. | 44,633,989 | $4,570,520,000 | 7.17% |