SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,704,766 | +0.1% | 41,158 | +5.9% | 0.66% | -0.3% |
| Q2 2023 | $1,703,077 | -1.9% | 38,883 | -6.1% | 0.67% | -7.0% |
| Q1 2023 | $1,736,071 | +5.6% | 41,404 | +2.0% | 0.72% | -3.1% |
| Q4 2022 | $1,644,748 | +32.0% | 40,601 | +23.2% | 0.74% | +19.2% |
| Q3 2022 | $1,246,000 | -35.6% | 32,957 | -33.6% | 0.62% | -25.9% |
| Q2 2022 | $1,934,000 | -37.5% | 49,606 | -24.1% | 0.84% | -29.2% |
| Q1 2022 | $3,096,000 | -23.7% | 65,367 | +64.9% | 1.18% | -26.0% |
| Q4 2021 | $4,059,000 | -1.6% | 39,639 | -3.8% | 1.60% | -9.9% |
| Q3 2021 | $4,123,000 | +9.8% | 41,193 | +14.3% | 1.77% | +10.4% |
| Q2 2021 | $3,756,000 | +24.0% | 36,049 | +18.7% | 1.61% | +8.7% |
| Q1 2021 | $3,028,000 | +27.2% | 30,376 | +13.6% | 1.48% | +11.7% |
| Q4 2020 | $2,380,000 | – | 26,742 | – | 1.32% | – |
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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% |