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 | $210,082 | -2.4% | 5,072 | +3.2% | 0.06% | 0.0% |
| Q2 2023 | $215,233 | -21.0% | 4,914 | -24.4% | 0.06% | -25.3% |
| Q1 2023 | $272,503 | -96.9% | 6,499 | -97.0% | 0.08% | -97.1% |
| Q4 2022 | $8,742,311 | +10.2% | 215,806 | +2.8% | 2.57% | +1.6% |
| Q3 2022 | $7,935,000 | +0.3% | 209,911 | +3.4% | 2.53% | +1.9% |
| Q2 2022 | $7,912,000 | -16.8% | 202,926 | +1.1% | 2.48% | -2.6% |
| Q1 2022 | $9,507,000 | +1717.8% | 200,742 | +3831.5% | 2.55% | +1073.7% |
| Q4 2021 | $523,000 | – | 5,106 | – | 0.22% | – |
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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% |