SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487 | -6.9% | 11,746 | -1.7% | 0.04% | -2.7% |
| Q2 2023 | $523 | +2.5% | 11,949 | -1.8% | 0.04% | -2.6% |
| Q1 2023 | $510 | +4.1% | 12,165 | +0.6% | 0.04% | 0.0% |
| Q4 2022 | $490 | -99.9% | 12,096 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $457,000 | -3.2% | 12,096 | 0.0% | 0.04% | +2.7% |
| Q2 2022 | $472,000 | -18.1% | 12,096 | -0.5% | 0.04% | +2.8% |
| Q1 2022 | $576,000 | -7.4% | 12,156 | +100.0% | 0.04% | +2.9% |
| Q4 2021 | $622,000 | -20.8% | 6,078 | -22.5% | 0.04% | -25.5% |
| Q3 2021 | $785,000 | +19.8% | 7,839 | +24.6% | 0.05% | +20.5% |
| Q2 2021 | $655,000 | +26.9% | 6,291 | +21.5% | 0.04% | +14.7% |
| Q1 2021 | $516,000 | – | 5,176 | – | 0.03% | – |
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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% |