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 | $376 | -5.3% | 9,085 | +0.3% | 0.29% | -0.3% |
| Q2 2023 | $397 | +4.7% | 9,059 | +0.3% | 0.29% | +2.5% |
| Q1 2023 | $379 | +3.8% | 9,036 | +0.3% | 0.28% | +1.1% |
| Q4 2022 | $365 | -99.9% | 9,012 | +0.4% | 0.28% | +1.8% |
| Q3 2022 | $339,000 | -2.9% | 8,979 | +0.3% | 0.27% | +2.2% |
| Q2 2022 | $349,000 | -26.5% | 8,956 | -10.7% | 0.27% | -19.8% |
| Q1 2022 | $475,000 | -22.0% | 10,026 | +68.6% | 0.33% | -17.5% |
| Q4 2021 | $609,000 | +3.6% | 5,948 | +1.3% | 0.40% | -5.4% |
| Q3 2021 | $588,000 | +1.6% | 5,870 | +5.7% | 0.43% | +1.2% |
| Q2 2021 | $579,000 | +0.3% | 5,553 | -4.0% | 0.42% | -6.8% |
| Q1 2021 | $577,000 | +12.3% | 5,784 | +0.2% | 0.45% | +8.9% |
| Q4 2020 | $514,000 | +8.7% | 5,774 | -16.7% | 0.42% | 0.0% |
| Q3 2020 | $473,000 | -12.9% | 6,928 | -16.6% | 0.42% | -17.8% |
| Q2 2020 | $543,000 | – | 8,307 | – | 0.51% | – |
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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% |