SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,541,563 | -1.4% | 133,790 | +4.3% | 2.70% | +1.7% |
| Q2 2023 | $5,619,892 | +14.1% | 128,308 | +9.3% | 2.65% | +1.0% |
| Q1 2023 | $4,923,732 | +18.9% | 117,427 | +14.8% | 2.63% | +7.3% |
| Q4 2022 | $4,142,418 | +17.3% | 102,257 | +9.5% | 2.45% | +8.4% |
| Q3 2022 | $3,531,000 | +2.6% | 93,424 | +5.8% | 2.26% | +6.7% |
| Q2 2022 | $3,443,000 | -16.1% | 88,295 | +1.9% | 2.12% | -6.8% |
| Q1 2022 | $4,105,000 | -20.8% | 86,679 | +71.3% | 2.27% | -16.5% |
| Q4 2021 | $5,182,000 | +28.0% | 50,607 | +25.1% | 2.72% | +18.5% |
| Q3 2021 | $4,048,000 | -1.4% | 40,444 | +2.6% | 2.30% | -3.9% |
| Q2 2021 | $4,107,000 | +8.5% | 39,418 | +3.8% | 2.39% | -0.2% |
| Q1 2021 | $3,785,000 | -11.9% | 37,978 | -21.3% | 2.39% | -17.4% |
| Q4 2020 | $4,296,000 | – | 48,275 | – | 2.90% | – |
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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% |