SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,345,488 | -5.3% | 32,484 | +0.1% | 1.42% | +1.1% |
| Q2 2023 | $1,421,047 | +4.6% | 32,444 | +0.1% | 1.40% | -0.3% |
| Q1 2023 | $1,359,035 | +2.0% | 32,412 | -1.4% | 1.41% | -2.0% |
| Q4 2022 | $1,331,887 | +12.7% | 32,878 | +5.1% | 1.44% | -69.1% |
| Q3 2022 | $1,182,000 | -7.1% | 31,279 | -4.1% | 4.64% | +225.1% |
| Q2 2022 | $1,272,000 | -14.6% | 32,608 | +3.8% | 1.43% | +5.4% |
| Q1 2022 | $1,489,000 | -10.1% | 31,421 | +94.2% | 1.36% | -3.2% |
| Q4 2021 | $1,657,000 | – | 16,177 | – | 1.40% | – |
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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% |