SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,989 | -7.2% | 26,026 | -1.8% | 0.05% | -6.9% |
| Q2 2023 | $1,161,255 | +6.1% | 26,513 | +1.6% | 0.06% | -3.3% |
| Q1 2023 | $1,094,583 | -6.7% | 26,105 | -9.9% | 0.06% | -16.7% |
| Q4 2022 | $1,173,407 | -21.1% | 28,966 | -24.0% | 0.07% | -28.0% |
| Q3 2022 | $1,487,000 | 0.0% | 38,128 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $1,487,000 | -59.4% | 38,128 | +6.6% | 0.10% | -54.1% |
| Q4 2021 | $3,662,000 | -67.3% | 35,761 | -68.0% | 0.22% | -38.9% |
| Q3 2021 | $11,186,000 | -4.7% | 111,744 | -0.9% | 0.36% | -4.5% |
| Q2 2021 | $11,742,000 | +26.9% | 112,710 | +21.4% | 0.37% | +12.3% |
| Q1 2021 | $9,250,000 | – | 92,810 | – | 0.33% | – |
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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% |