SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 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 | $3,111,198 | -0.0% | 75,113 | +5.7% | 2.11% | +2.4% |
| Q2 2023 | $3,112,213 | +4.7% | 71,055 | +0.2% | 2.06% | -0.7% |
| Q1 2023 | $2,973,782 | +7.5% | 70,923 | +3.8% | 2.08% | +2.0% |
| Q4 2022 | $2,767,177 | +6.8% | 68,308 | -0.3% | 2.04% | -1.3% |
| Q3 2022 | $2,590,000 | +2.5% | 68,510 | +5.7% | 2.07% | +6.3% |
| Q2 2022 | $2,526,000 | -16.4% | 64,797 | +1.6% | 1.94% | -7.6% |
| Q1 2022 | $3,020,000 | +6.0% | 63,765 | +129.2% | 2.10% | +4.7% |
| Q4 2021 | $2,848,000 | – | 27,815 | – | 2.01% | – |
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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% |