SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,361 | -2.8% | 12,453 | +10.4% | 0.36% | -0.8% |
| Q2 2023 | $515,695 | +5.6% | 11,279 | -6.2% | 0.36% | -2.7% |
| Q1 2023 | $488,396 | -10.7% | 12,027 | -2.2% | 0.37% | -11.6% |
| Q4 2022 | $547,023 | +59.5% | 12,301 | +35.4% | 0.42% | +40.3% |
| Q3 2022 | $343,000 | -7.0% | 9,084 | -2.3% | 0.30% | -0.3% |
| Q2 2022 | $369,000 | -7.8% | 9,297 | +1.1% | 0.30% | -4.4% |
| Q1 2022 | $400,000 | -11.3% | 9,195 | +95.1% | 0.32% | -7.4% |
| Q4 2021 | $451,000 | – | 4,713 | – | 0.34% | – |
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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% |