SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $963,226 | -10.9% | 23,255 | -5.8% | 1.00% | -6.2% |
| Q2 2023 | $1,081,356 | +0.7% | 24,689 | -3.6% | 1.07% | -1.7% |
| Q1 2023 | $1,073,586 | +6.2% | 25,604 | +2.6% | 1.09% | +2.9% |
| Q4 2022 | $1,011,259 | +12.1% | 24,963 | +5.8% | 1.06% | +5.0% |
| Q3 2022 | $902,000 | -1.2% | 23,600 | +0.7% | 1.01% | +3.6% |
| Q2 2022 | $913,000 | -18.6% | 23,430 | -1.0% | 0.97% | -4.8% |
| Q1 2022 | $1,121,000 | -4.0% | 23,670 | +107.6% | 1.02% | -2.1% |
| Q4 2021 | $1,168,000 | – | 11,400 | – | 1.04% | – |
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% |