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 | $352,099 | -5.4% | 8,501 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $372,331 | +4.5% | 8,501 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $356,434 | -13.6% | 8,501 | -16.5% | 0.00% | -20.0% |
| Q4 2022 | $412,380 | +8.2% | 10,180 | +1.8% | 0.01% | 0.0% |
| Q3 2022 | $381,000 | -2.3% | 10,001 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $390,000 | -17.7% | 10,001 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $474,000 | -11.9% | 10,001 | +90.5% | 0.01% | -16.7% |
| Q4 2021 | $538,000 | +13.5% | 5,251 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $474,000 | -51.8% | 4,731 | -9.2% | 0.01% | 0.0% |
| Q2 2021 | $984,000 | +134.3% | 5,212 | +23.7% | 0.01% | +20.0% |
| Q1 2021 | $420,000 | – | 4,213 | – | 0.01% | – |
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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% |