SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,608,455 | -11.1% | 38,833 | -6.0% | 0.85% | -10.4% |
| Q2 2023 | $1,809,492 | +4.2% | 41,313 | -0.2% | 0.95% | -1.8% |
| Q1 2023 | $1,736,409 | -15.0% | 41,412 | -17.9% | 0.96% | -21.9% |
| Q4 2022 | $2,042,376 | +28.5% | 50,417 | +19.9% | 1.23% | +12.8% |
| Q3 2022 | $1,589,000 | -31.6% | 42,040 | -29.5% | 1.09% | -30.5% |
| Q2 2022 | $2,324,000 | +103.7% | 59,618 | +147.5% | 1.57% | +123.6% |
| Q1 2022 | $1,141,000 | +9.4% | 24,089 | +136.4% | 0.70% | +8.7% |
| Q4 2021 | $1,043,000 | +2.6% | 10,189 | +0.3% | 0.65% | -30.4% |
| Q3 2021 | $1,017,000 | – | 10,161 | – | 0.93% | – |
Download | ||||||
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% |