SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,346,160 | +87.6% | 104,929 | +98.4% | 4.52% | +75.6% |
| Q2 2023 | $2,316,188 | +5.8% | 52,881 | +1.3% | 2.58% | +3.5% |
| Q1 2023 | $2,189,585 | +3.7% | 52,220 | +0.2% | 2.49% | -0.4% |
| Q4 2022 | $2,111,989 | -1.7% | 52,135 | -5.9% | 2.50% | -10.6% |
| Q3 2022 | $2,149,000 | +3.6% | 55,427 | +4.1% | 2.79% | +16.3% |
| Q2 2022 | $2,075,000 | -21.3% | 53,220 | -3.3% | 2.40% | -12.0% |
| Q1 2022 | $2,635,000 | -9.0% | 55,058 | +95.6% | 2.73% | -5.6% |
| Q4 2021 | $2,896,000 | – | 28,142 | – | 2.89% | – |
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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% |