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 | $5,888,254 | -3.2% | 142,160 | +2.4% | 1.32% | -2.3% |
| Q2 2023 | $6,083,534 | +19.3% | 138,893 | +14.2% | 1.35% | +13.2% |
| Q1 2023 | $5,100,675 | +3.0% | 121,647 | -0.5% | 1.19% | -3.2% |
| Q4 2022 | $4,952,498 | +15.7% | 122,254 | +7.9% | 1.23% | -7.3% |
| Q3 2022 | $4,282,000 | +15.1% | 113,269 | +18.7% | 1.33% | +16.6% |
| Q2 2022 | $3,719,000 | -30.1% | 95,396 | +83.5% | 1.14% | -21.9% |
| Q4 2021 | $5,324,000 | -2.9% | 51,990 | -5.1% | 1.46% | -10.0% |
| Q3 2021 | $5,484,000 | – | 54,781 | – | 1.62% | – |
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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% |