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 | $1,611,904 | +10.9% | 38,916 | +17.3% | 1.02% | +14.3% |
| Q2 2023 | $1,453,458 | +4.4% | 33,184 | -0.1% | 0.89% | +1.4% |
| Q1 2023 | $1,392,116 | +1.8% | 33,201 | -1.7% | 0.88% | -0.9% |
| Q4 2022 | $1,367,750 | -15.4% | 33,763 | -21.0% | 0.89% | -23.2% |
| Q3 2022 | $1,616,000 | -12.1% | 42,755 | -9.3% | 1.15% | -8.0% |
| Q2 2022 | $1,838,000 | -30.3% | 47,136 | -15.3% | 1.25% | -21.1% |
| Q1 2022 | $2,636,000 | +3.6% | 55,669 | +124.0% | 1.59% | +5.5% |
| Q4 2021 | $2,545,000 | +5.4% | 24,849 | +3.1% | 1.51% | -3.2% |
| Q3 2021 | $2,414,000 | +2.6% | 24,113 | +6.8% | 1.56% | +3.3% |
| Q2 2021 | $2,353,000 | +18.1% | 22,585 | +13.0% | 1.51% | +10.2% |
| Q1 2021 | $1,993,000 | +34.1% | 19,995 | +19.7% | 1.37% | +24.7% |
| Q4 2020 | $1,486,000 | – | 16,699 | – | 1.10% | – |
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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% |