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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592,720 | -5.4% | 14,310 | 0.0% | 0.38% | -2.1% |
| Q2 2023 | $626,778 | +4.5% | 14,310 | 0.0% | 0.39% | +1.6% |
| Q1 2023 | $600,018 | +3.5% | 14,310 | 0.0% | 0.38% | -7.3% |
| Q4 2022 | $579,698 | +11.1% | 14,310 | +3.6% | 0.41% | -4.4% |
| Q3 2022 | $522,000 | -3.0% | 13,810 | 0.0% | 0.43% | -8.1% |
| Q2 2022 | $538,000 | -17.7% | 13,810 | 0.0% | 0.47% | -10.1% |
| Q1 2022 | $654,000 | -7.5% | 13,810 | +100.0% | 0.52% | -1.3% |
| Q4 2021 | $707,000 | +2.3% | 6,905 | 0.0% | 0.53% | -7.7% |
| Q3 2021 | $691,000 | -6.6% | 6,905 | -2.8% | 0.57% | -5.9% |
| Q2 2021 | $740,000 | +4.5% | 7,105 | 0.0% | 0.61% | -6.9% |
| Q1 2021 | $708,000 | +13.6% | 7,105 | +1.4% | 0.66% | -7.9% |
| Q4 2020 | $623,000 | – | 7,005 | – | 0.71% | – |
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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% |