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 | $377,351 | -5.2% | 9,110 | +0.3% | 0.06% | -5.9% |
| Q2 2023 | $397,847 | +8.9% | 9,083 | +4.3% | 0.07% | +6.2% |
| Q1 2023 | $365,183 | +6.5% | 8,709 | +2.9% | 0.06% | -3.0% |
| Q4 2022 | $342,771 | +8.8% | 8,461 | +1.5% | 0.07% | +11.9% |
| Q3 2022 | $315,000 | -6.0% | 8,340 | -3.0% | 0.06% | -3.3% |
| Q2 2022 | $335,000 | +39.6% | 8,601 | +69.6% | 0.06% | -41.3% |
| Q1 2022 | $240,000 | -7.3% | 5,072 | +100.3% | 0.10% | -6.3% |
| Q4 2021 | $259,000 | – | 2,532 | – | 0.11% | – |
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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% |