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 | $227,728 | -5.4% | 5,498 | 0.0% | 0.07% | -4.3% |
| Q2 2023 | $240,813 | -0.2% | 5,498 | -4.5% | 0.07% | -5.5% |
| Q1 2023 | $241,304 | +8.3% | 5,755 | +4.7% | 0.07% | +1.4% |
| Q4 2022 | $222,724 | +7.1% | 5,498 | 0.0% | 0.07% | -5.3% |
| Q3 2022 | $208,000 | -2.8% | 5,498 | 0.0% | 0.08% | -2.6% |
| Q2 2022 | $214,000 | -17.7% | 5,498 | 0.0% | 0.08% | -8.2% |
| Q1 2022 | $260,000 | -54.1% | 5,498 | -0.5% | 0.08% | -51.7% |
| Q4 2021 | $566,000 | +0.5% | 5,527 | -1.8% | 0.18% | -5.9% |
| Q3 2021 | $563,000 | -10.2% | 5,627 | -6.5% | 0.19% | -11.0% |
| Q2 2021 | $627,000 | +3.1% | 6,015 | -1.4% | 0.21% | -5.4% |
| Q1 2021 | $608,000 | +10.9% | 6,100 | -0.9% | 0.22% | +4.2% |
| Q4 2020 | $548,000 | – | 6,158 | – | 0.21% | – |
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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% |