SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,031 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $204,051 | -2.9% | 4,144 | -18.3% | 0.05% | -16.1% |
| 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 ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 376,809 | $25,744,000 | 20.15% |
| Strategic Financial Planning, Inc. | 170,788 | $11,669,000 | 12.14% |
| MONEYWISE, INC. | 216,605 | $14,798,000 | 11.75% |
| Financial Advisors, LLC | 253,496 | $17,319,000 | 9.11% |
| Marcum Wealth, LLC | 389,483 | $26,609,000 | 8.16% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 172,824 | $11,807,000 | 8.13% |
| Financial Management Professionals, Inc. | 329,516 | $22,513,000 | 8.03% |
| Mokosak Advisory Group, LLC | 205,126 | $14,011,000 | 8.01% |
| Charles Schwab Investment Advisory, Inc. | 41,826,510 | $2,857,588,000 | 6.80% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,236 | $10,742,000 | 6.35% |