SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $972,762 | -4.4% | 23,485 | +1.1% | 0.04% | -2.6% |
| Q2 2023 | $1,017,657 | -0.0% | 23,234 | -4.3% | 0.04% | -5.0% |
| Q1 2023 | $1,018,061 | +516682.2% | 24,280 | +399.9% | 0.04% | +263.6% |
| Q4 2022 | $197 | -99.9% | 4,857 | +35.3% | 0.01% | +37.5% |
| Q3 2022 | $136,000 | -59.8% | 3,590 | -58.6% | 0.01% | -42.9% |
| Q2 2022 | $338,000 | -85.4% | 8,668 | -82.1% | 0.01% | -77.4% |
| Q1 2022 | $2,313,000 | +27.4% | 48,299 | +172.5% | 0.06% | +55.0% |
| Q4 2021 | $1,815,000 | +2.1% | 17,724 | -0.2% | 0.04% | -14.9% |
| Q3 2021 | $1,777,000 | -8.3% | 17,753 | -4.6% | 0.05% | -9.6% |
| Q2 2021 | $1,938,000 | +13.6% | 18,601 | +8.7% | 0.05% | +15.6% |
| Q1 2021 | $1,706,000 | – | 17,116 | – | 0.04% | – |
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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% |