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 | $25,266 | -5.4% | 610 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $26,718 | +4.5% | 610 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $25,577 | +3.5% | 610 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $24,711 | -0.9% | 610 | -7.6% | 0.01% | -10.0% |
Q3 2022 | $24,948 | -8.1% | 660 | -5.2% | 0.01% | -9.1% |
Q2 2022 | $27,137 | -17.7% | 696 | 0.0% | 0.01% | -8.3% |
Q1 2022 | $32,963 | -7.5% | 696 | +100.0% | 0.01% | -20.0% |
Q4 2021 | $35,635 | -25.7% | 348 | -27.3% | 0.02% | -31.8% |
Q3 2021 | $47,948 | +858.8% | 479 | +897.9% | 0.02% | +1000.0% |
Q2 2021 | $5,001 | +4.5% | 48 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $4,784 | – | 48 | – | 0.00% | – |
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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% |