SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,472 | -5.1% | 228,688 | +0.3% | 1.13% | -3.2% |
| Q2 2023 | $9,982 | +3.2% | 227,904 | -1.2% | 1.16% | -3.2% |
| Q1 2023 | $9,671 | +5.0% | 230,637 | +1.4% | 1.20% | -7.5% |
| Q4 2022 | $9,211 | -99.9% | 227,379 | +1.2% | 1.30% | +1.9% |
| Q3 2022 | $8,491,000 | -3.6% | 224,638 | -0.5% | 1.28% | -0.2% |
| Q2 2022 | $8,805,000 | -17.7% | 225,824 | +0.0% | 1.28% | -6.2% |
| Q1 2022 | $10,693,000 | -7.0% | 225,778 | +101.0% | 1.36% | -5.7% |
| Q4 2021 | $11,504,000 | +1.4% | 112,341 | -0.9% | 1.45% | -10.3% |
| Q3 2021 | $11,343,000 | -4.3% | 113,317 | -0.4% | 1.61% | -9.0% |
| Q2 2021 | $11,847,000 | +5.0% | 113,717 | +0.5% | 1.77% | -9.1% |
| Q1 2021 | $11,279,000 | +4.0% | 113,166 | -7.1% | 1.95% | -7.2% |
| Q4 2020 | $10,846,000 | – | 121,867 | – | 2.10% | – |
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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% |