SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,421 | +22.6% | 1,314 | +29.7% | 0.01% | +16.7% |
| Q2 2023 | $44,391 | +2.4% | 1,013 | -2.0% | 0.01% | 0.0% |
| Q1 2023 | $43,366 | +25.8% | 1,034 | +21.5% | 0.01% | 0.0% |
| Q4 2022 | $34,479 | -50.7% | 851 | -42.0% | 0.01% | -50.0% |
| Q1 2022 | $70,000 | -6.7% | 1,468 | +100.0% | 0.01% | -14.3% |
| Q4 2021 | $75,000 | 0.0% | 734 | -2.3% | 0.01% | -17.6% |
| Q3 2021 | $75,000 | -1.3% | 751 | +2.7% | 0.02% | -10.5% |
| Q2 2021 | $76,000 | -16.5% | 731 | -19.8% | 0.02% | -26.9% |
| Q1 2021 | $91,000 | +13.8% | 912 | +1.8% | 0.03% | -3.7% |
| Q4 2020 | $80,000 | – | 896 | – | 0.03% | – |
Download | ||||||
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% |