SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $107,001 | +4.0% | 2,443 | -0.4% | 0.11% | +4.8% |
| Q1 2023 | $102,919 | -10.1% | 2,454 | -13.2% | 0.10% | +18.2% |
| Q4 2022 | $114,494 | -13.9% | 2,826 | -19.5% | 0.09% | -16.2% |
| Q3 2022 | $133,000 | -24.0% | 3,509 | -21.7% | 0.10% | -19.8% |
| Q2 2022 | $175,000 | -92.2% | 4,484 | -90.5% | 0.13% | -91.1% |
| Q1 2022 | $2,236,000 | -13.0% | 47,206 | +88.2% | 1.47% | -6.3% |
| Q4 2021 | $2,569,000 | +6.2% | 25,084 | +3.8% | 1.57% | +2.2% |
| Q3 2021 | $2,419,000 | -6.2% | 24,162 | -2.4% | 1.53% | -3.8% |
| Q2 2021 | $2,580,000 | +19.2% | 24,767 | +14.1% | 1.59% | +13.5% |
| Q1 2021 | $2,164,000 | – | 21,713 | – | 1.40% | – |
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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% |