SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,508 | -3.4% | 8,245 | +2.1% | 0.21% | -0.9% |
| Q2 2023 | $353,554 | +22.3% | 8,072 | +17.0% | 0.21% | +14.6% |
| Q1 2023 | $289,191 | +7.2% | 6,897 | +3.5% | 0.18% | 0.0% |
| Q4 2022 | $269,837 | +10.6% | 6,661 | +3.4% | 0.18% | -3.1% |
| Q3 2022 | $244,000 | +15.1% | 6,443 | +18.7% | 0.19% | +24.8% |
| Q2 2022 | $212,000 | -38.0% | 5,426 | -24.9% | 0.15% | -29.5% |
| Q1 2022 | $342,000 | -9.0% | 7,223 | +96.5% | 0.22% | -6.1% |
| Q4 2021 | $376,000 | +15.7% | 3,676 | +23.1% | 0.23% | +9.0% |
| Q3 2021 | $325,000 | – | 2,986 | – | 0.21% | – |
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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% |