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 | $15,971 | -99.9% | 385,576 | +2.1% | 9.36% | -0.5% |
| Q2 2023 | $16,546,803 | +7.0% | 377,781 | +2.4% | 9.40% | +1.8% |
| Q1 2023 | $15,468,149 | +12.5% | 368,904 | +8.7% | 9.23% | +2.9% |
| Q4 2022 | $13,752,375 | +10.3% | 339,480 | +2.9% | 8.97% | +3.2% |
| Q3 2022 | $12,468,000 | +4.1% | 329,848 | +7.3% | 8.69% | +8.5% |
| Q2 2022 | $11,982,000 | -17.0% | 307,305 | +0.8% | 8.01% | -5.6% |
| Q1 2022 | $14,442,000 | -14.8% | 304,946 | +84.2% | 8.49% | -12.3% |
| Q4 2021 | $16,952,000 | +4.9% | 165,544 | +2.5% | 9.68% | -3.4% |
| Q3 2021 | $16,162,000 | – | 161,460 | – | 10.03% | – |
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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% |