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 | $95,266 | -5.4% | 2,300 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $100,740 | -62.5% | 2,300 | -64.1% | 0.00% | -62.5% |
| Q1 2023 | $268,856 | +2140.5% | 6,412 | +1942.0% | 0.01% | – |
| Q3 2022 | $12,000 | -80.3% | 314 | -79.8% | 0.00% | -100.0% |
| Q2 2022 | $61,000 | -12.9% | 1,552 | +4.7% | 0.00% | 0.0% |
| Q1 2022 | $70,000 | -7.9% | 1,482 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $76,000 | +375.0% | 741 | +372.0% | 0.00% | +100.0% |
| Q3 2021 | $16,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +433.3% | 157 | +292.5% | 0.00% | – |
| Q3 2019 | $3,000 | -70.0% | 40 | -72.4% | 0.00% | -100.0% |
| Q2 2019 | $10,000 | +25.0% | 145 | +11.5% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -20.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | -28.6% | 130 | -37.8% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 209 | +1.5% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | – | 206 | – | 0.00% | – |
Download | ||||||
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% |