SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $718,548 | -5.2% | 17,348 | +0.3% | 0.46% | -10.7% |
| Q2 2023 | $757,838 | +4.7% | 17,302 | +0.3% | 0.51% | -9.8% |
| Q1 2023 | $723,518 | -14.6% | 17,255 | -17.5% | 0.57% | -24.5% |
| Q4 2022 | $847,308 | +7.5% | 20,916 | +0.4% | 0.75% | +4.9% |
| Q3 2022 | $788,000 | -9.7% | 20,839 | -6.9% | 0.72% | -24.3% |
| Q2 2022 | $873,000 | -20.1% | 22,386 | -2.9% | 0.95% | -16.7% |
| Q1 2022 | $1,092,000 | -7.5% | 23,066 | +100.2% | 1.14% | -4.5% |
| Q4 2021 | $1,180,000 | +2.7% | 11,524 | +0.4% | 1.20% | +10.1% |
| Q3 2021 | $1,149,000 | -3.5% | 11,481 | +0.4% | 1.08% | +1.3% |
| Q2 2021 | $1,191,000 | -4.7% | 11,431 | -8.9% | 1.07% | -11.3% |
| Q1 2021 | $1,250,000 | – | 12,546 | – | 1.21% | – |
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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% |