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 | $5,116,033 | -1.8% | 123,516 | +3.9% | 2.30% | -21.5% |
| Q2 2023 | $5,207,776 | +4.5% | 118,899 | +0.1% | 2.93% | -8.9% |
| Q1 2023 | $4,981,242 | +101083.1% | 118,799 | -2.2% | 3.22% | +8.9% |
| Q4 2022 | $4,923 | -99.9% | 121,527 | +5.2% | 2.96% | +3.4% |
| Q3 2022 | $4,366,000 | -1.4% | 115,496 | +1.7% | 2.86% | -1.1% |
| Q2 2022 | $4,426,000 | -9.8% | 113,527 | +9.6% | 2.89% | +0.5% |
| Q1 2022 | $4,905,000 | +3.3% | 103,567 | +123.3% | 2.88% | +4.8% |
| Q4 2021 | $4,749,000 | – | 46,373 | – | 2.74% | – |
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% |