SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $546,199 | +5.7% | 13,187 | +11.8% | 0.06% | +7.5% |
| Q2 2023 | $516,787 | +52.7% | 11,799 | -47.8% | 0.05% | +178.9% |
| Q1 2023 | $338,478 | -76.2% | 22,607 | -35.6% | 0.02% | -70.3% |
| Q4 2022 | $1,422,595 | +171.5% | 35,117 | +153.2% | 0.06% | +106.5% |
| Q3 2022 | $524,000 | -7.1% | 13,869 | -2.9% | 0.03% | -38.0% |
| Q2 2022 | $564,000 | -60.6% | 14,290 | -52.7% | 0.05% | -38.3% |
| Q1 2022 | $1,432,000 | +4.4% | 30,234 | +125.9% | 0.08% | -30.2% |
| Q4 2021 | $1,371,000 | +92.3% | 13,385 | +87.1% | 0.12% | +103.5% |
| Q1 2021 | $713,000 | 0.0% | 7,153 | -10.7% | 0.06% | -13.6% |
| Q4 2020 | $713,000 | – | 8,010 | – | 0.07% | – |
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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% |