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 | $240,143 | -5.4% | 5,798 | +0.0% | 0.24% | +0.9% |
| Q2 2023 | $253,923 | +2.2% | 5,797 | -2.2% | 0.23% | -5.3% |
| Q1 2023 | $248,517 | +4.2% | 5,927 | +0.7% | 0.25% | -1.6% |
| Q4 2022 | $238,465 | +7.9% | 5,887 | +0.8% | 0.25% | +0.8% |
| Q3 2022 | $221,000 | -13.0% | 5,841 | -10.3% | 0.25% | -11.4% |
| Q2 2022 | $254,000 | -17.5% | 6,511 | +0.0% | 0.28% | -1.8% |
| Q1 2022 | $308,000 | -7.5% | 6,508 | +100.0% | 0.28% | -4.4% |
| Q4 2021 | $333,000 | – | 3,254 | – | 0.30% | – |
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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% |