SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521,368 | -7.9% | 12,587 | -2.7% | 0.65% | -15.3% |
| Q2 2023 | $566,368 | +1.7% | 12,931 | -2.7% | 0.76% | -4.5% |
| Q1 2023 | $556,981 | +4.5% | 13,284 | +1.0% | 0.80% | -2.9% |
| Q4 2022 | $532,807 | -7.0% | 13,152 | -1.1% | 0.82% | -4.0% |
| Q2 2022 | $573,000 | -12.3% | 13,300 | -3.5% | 0.86% | -2.8% |
| Q1 2022 | $653,000 | -9.7% | 13,784 | +95.3% | 0.88% | -5.4% |
| Q4 2021 | $723,000 | +1.5% | 7,058 | -0.8% | 0.93% | -6.0% |
| Q3 2021 | $712,000 | -4.2% | 7,116 | -0.3% | 0.99% | -5.6% |
| Q2 2021 | $743,000 | +4.6% | 7,135 | +0.1% | 1.05% | -5.5% |
| Q1 2021 | $710,000 | – | 7,127 | – | 1.11% | – |
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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% |