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 | $5,807,549 | -19.7% | 140,210 | -15.1% | 0.12% | -28.6% |
| Q2 2023 | $7,235,524 | +1.7% | 165,194 | -2.7% | 0.17% | -2.3% |
| Q1 2023 | $7,117,812 | +7.3% | 169,753 | +3.7% | 0.17% | +0.6% |
| Q4 2022 | $6,633,483 | +4.8% | 163,748 | -2.2% | 0.17% | 0.0% |
| Q3 2022 | $6,331,000 | -3.0% | 167,510 | +0.1% | 0.17% | +2.4% |
| Q2 2022 | $6,524,000 | -13.4% | 167,321 | +5.2% | 0.17% | +1.2% |
| Q1 2022 | $7,534,000 | -25.2% | 159,096 | +61.7% | 0.16% | -17.5% |
| Q4 2021 | $10,074,000 | – | 98,379 | – | 0.20% | – |
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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% |