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 | $406 | -2.6% | 9,800 | +3.0% | 0.06% | +1.6% |
| Q2 2023 | $417 | +5.3% | 9,517 | +0.7% | 0.06% | +1.6% |
| Q1 2023 | $396 | +4.5% | 9,447 | +1.0% | 0.06% | -1.6% |
| Q4 2022 | $379 | -99.9% | 9,352 | +4.6% | 0.06% | 0.0% |
| Q3 2022 | $338,000 | +3.0% | 8,943 | +6.3% | 0.06% | +6.8% |
| Q2 2022 | $328,000 | -18.4% | 8,413 | -0.9% | 0.06% | -18.1% |
| Q1 2022 | $402,000 | -8.6% | 8,493 | +97.8% | 0.07% | -14.3% |
| Q4 2021 | $440,000 | +7.6% | 4,293 | +4.9% | 0.08% | -2.3% |
| Q3 2021 | $409,000 | -3.5% | 4,091 | +0.5% | 0.09% | -5.5% |
| Q2 2021 | $424,000 | -3.4% | 4,072 | -7.6% | 0.09% | -12.5% |
| Q1 2021 | $439,000 | +10.9% | 4,406 | -1.0% | 0.10% | +7.2% |
| Q4 2020 | $396,000 | +37.5% | 4,450 | +5.7% | 0.10% | +26.0% |
| Q3 2020 | $288,000 | +5.5% | 4,211 | +0.7% | 0.08% | -2.5% |
| Q2 2020 | $273,000 | +20.8% | 4,183 | -4.7% | 0.08% | +11.3% |
| Q1 2020 | $226,000 | -31.5% | 4,390 | +0.6% | 0.07% | -14.5% |
| Q4 2019 | $330,000 | +17.4% | 4,362 | +8.1% | 0.08% | +15.3% |
| Q3 2019 | $281,000 | -2.1% | 4,036 | +0.3% | 0.07% | -5.3% |
| Q2 2019 | $287,000 | +2.9% | 4,022 | +0.8% | 0.08% | +11.8% |
| Q1 2019 | $279,000 | +31.0% | 3,989 | +42.4% | 0.07% | +9.7% |
| Q3 2018 | $213,000 | +3.4% | 2,801 | +0.1% | 0.06% | -19.5% |
| Q2 2018 | $206,000 | – | 2,799 | – | 0.08% | – |
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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% |