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 | $1,429,157 | -10.5% | 34,504 | -5.3% | 0.48% | -8.7% |
| Q2 2023 | $1,596,450 | +2.5% | 36,436 | -2.0% | 0.53% | -4.0% |
| Q1 2023 | $1,558,262 | -12.0% | 37,164 | -15.0% | 0.55% | -13.0% |
| Q4 2022 | $1,771,557 | +7.8% | 43,731 | +2.1% | 0.63% | -2.2% |
| Q3 2022 | $1,644,000 | +16.6% | 42,826 | +18.4% | 0.64% | +12.2% |
| Q2 2022 | $1,410,000 | -53.9% | 36,168 | -42.3% | 0.57% | -42.3% |
| Q1 2022 | $3,058,000 | +0.0% | 62,632 | +93.9% | 1.00% | -7.3% |
| Q4 2021 | $3,057,000 | – | 32,300 | – | 1.07% | – |
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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% |