SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,141 | -4.2% | 8,381 | +1.3% | 0.18% | -2.2% |
| Q2 2023 | $362,314 | -2.4% | 8,272 | -6.6% | 0.18% | -10.3% |
| Q1 2023 | $371,248 | +4.7% | 8,854 | +1.1% | 0.20% | -1.5% |
| Q4 2022 | $354,625 | +104509.1% | 8,754 | -2.3% | 0.21% | -4.6% |
| Q3 2022 | $339 | -13.7% | 8,961 | -11.0% | 0.22% | -9.2% |
| Q2 2022 | $393 | -17.4% | 10,069 | +0.2% | 0.24% | -2.9% |
| Q1 2022 | $476 | -7.6% | 10,052 | +100.0% | 0.24% | -4.3% |
| Q4 2021 | $515 | +2.4% | 5,026 | 0.0% | 0.26% | -8.9% |
| Q3 2021 | $503 | -6.7% | 5,026 | -2.9% | 0.28% | -9.4% |
| Q2 2021 | $539 | +4.5% | 5,178 | 0.0% | 0.31% | -5.2% |
| Q1 2021 | $516 | +11.9% | 5,178 | 0.0% | 0.33% | +3.8% |
| Q4 2020 | $461 | +32.1% | 5,178 | +1.3% | 0.32% | +15.4% |
| Q3 2020 | $349 | +4.5% | 5,113 | 0.0% | 0.27% | -5.2% |
| Q2 2020 | $334 | +26.0% | 5,113 | -0.9% | 0.29% | -1.0% |
| Q1 2020 | $265 | – | 5,158 | – | 0.29% | – |
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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% |