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 | $49,041 | -57.1% | 1,184 | -56.6% | 0.00% | -100.0% |
| Q2 2023 | $114,426 | 0.0% | 2,729 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $114,426 | +3.5% | 2,729 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $110,550 | +87.4% | 2,729 | +72.6% | 0.00% | – |
| Q3 2022 | $59,000 | +28.3% | 1,581 | +33.5% | 0.00% | – |
| Q2 2022 | $46,000 | -17.9% | 1,184 | 0.0% | 0.00% | – |
| Q1 2022 | $56,000 | -6.7% | 1,184 | +100.0% | 0.00% | – |
| Q4 2021 | $60,000 | +1.7% | 592 | 0.0% | 0.00% | – |
| Q3 2021 | $59,000 | +15.7% | 592 | +19.8% | 0.00% | – |
| Q2 2021 | $51,000 | -10.5% | 494 | -14.4% | 0.00% | – |
| Q1 2021 | $57,000 | +32.6% | 577 | +16.8% | 0.00% | – |
| Q4 2020 | $43,000 | +230.8% | 494 | +154.6% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 194 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | -81.8% | 194 | -78.0% | 0.00% | – |
| Q1 2020 | $66,000 | 0.0% | 882 | 0.0% | 0.00% | – |
| Q4 2019 | $66,000 | -41.6% | 882 | -45.9% | 0.00% | -100.0% |
| Q3 2019 | $113,000 | -2.6% | 1,629 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $116,000 | -30.1% | 1,629 | -31.5% | 0.00% | 0.0% |
| Q1 2019 | $166,000 | -22.8% | 2,378 | -32.1% | 0.00% | 0.0% |
| Q4 2016 | $215,000 | +5275.0% | 3,500 | +4566.7% | 0.00% | – |
| Q2 2015 | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2015 | $4,000 | -97.2% | 75 | -97.5% | 0.00% | -100.0% |
| Q3 2013 | $144,000 | – | 3,000 | – | 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% |