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 | $1,305,817 | +176.0% | 31,842 | +192.2% | 0.06% | +6.6% |
| Q2 2023 | $473,174 | -61.4% | 10,898 | -62.9% | 0.06% | -1.6% |
| Q1 2023 | $1,226,624 | -16.4% | 29,407 | -18.8% | 0.06% | -8.8% |
| Q4 2022 | $1,467,217 | +2.3% | 36,219 | -4.5% | 0.07% | -20.9% |
| Q3 2022 | $1,434,000 | +40.5% | 37,942 | +44.9% | 0.09% | +45.8% |
| Q2 2022 | $1,021,000 | -9.9% | 26,179 | +9.4% | 0.06% | +43.9% |
| Q1 2022 | $1,133,000 | -3.2% | 23,927 | +109.2% | 0.04% | -4.7% |
| Q4 2021 | $1,171,000 | – | 11,438 | – | 0.04% | – |
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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% |