SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,804,981 | -5.0% | 357,436 | +0.4% | 6.38% | -2.1% |
| Q2 2023 | $15,591,730 | +13.4% | 355,976 | +8.6% | 6.52% | +3.6% |
| Q1 2023 | $13,746,484 | +74.2% | 327,844 | +68.3% | 6.29% | +56.0% |
| Q4 2022 | $7,890,175 | +10.7% | 194,771 | +3.3% | 4.04% | -3.5% |
| Q3 2022 | $7,127,000 | +14.1% | 188,536 | +17.6% | 4.18% | +20.4% |
| Q2 2022 | $6,249,000 | -1.0% | 160,280 | +20.2% | 3.47% | +6.4% |
| Q1 2022 | $6,315,000 | +46.3% | 133,337 | +216.3% | 3.26% | +38.4% |
| Q4 2021 | $4,316,000 | – | 42,150 | – | 2.36% | – |
Download | ||||||
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% |