SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $140,621 | -4.6% | 3,395 | +0.9% | 0.08% | -16.0% |
| Q2 2023 | $147,343 | +11.7% | 3,364 | +7.0% | 0.09% | +8.0% |
| Q1 2023 | $131,870 | -9.7% | 3,145 | -12.9% | 0.09% | -12.1% |
| Q4 2022 | $146,000 | +16.8% | 3,612 | +9.4% | 0.10% | -2.0% |
| Q3 2022 | $125,000 | +3.3% | 3,303 | +6.4% | 0.10% | -1.0% |
| Q2 2022 | $121,000 | +86.2% | 3,105 | +125.0% | 0.10% | +117.0% |
| Q1 2022 | $65,000 | +10.2% | 1,380 | +140.0% | 0.05% | +9.3% |
| Q4 2021 | $59,000 | – | 575 | – | 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% |