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 | $334,259 | -5.1% | 8,070 | +0.4% | 0.10% | -15.7% |
| Q2 2023 | $352,149 | +4.5% | 8,040 | 0.0% | 0.12% | +11.7% |
| Q1 2023 | $337,115 | +3.5% | 8,040 | 0.0% | 0.10% | +8.4% |
| Q4 2022 | $325,698 | +7.5% | 8,040 | +0.2% | 0.10% | +4.4% |
| Q3 2022 | $303,000 | -2.9% | 8,020 | +0.2% | 0.09% | +4.6% |
| Q2 2022 | $312,000 | -17.7% | 8,006 | 0.0% | 0.09% | -8.4% |
| Q1 2022 | $379,000 | -8.5% | 8,006 | +100.0% | 0.10% | -22.8% |
| Q4 2021 | $414,000 | +3.2% | 4,003 | 0.0% | 0.12% | -9.6% |
| Q3 2021 | $401,000 | -4.1% | 4,003 | -0.2% | 0.14% | -2.9% |
| Q2 2021 | $418,000 | +4.8% | 4,013 | +0.2% | 0.14% | -13.6% |
| Q1 2021 | $399,000 | +11.8% | 4,003 | -0.2% | 0.16% | +8.0% |
| Q4 2020 | $357,000 | – | 4,011 | – | 0.15% | – |
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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% |