SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,421,020 | -1.5% | 155,022 | +4.1% | 2.93% | -8.8% |
| Q2 2023 | $6,520,415 | +3.5% | 148,868 | -0.9% | 3.21% | -1.7% |
| Q1 2023 | $6,299,229 | -0.8% | 150,232 | -4.2% | 3.26% | -2.6% |
| Q4 2022 | $6,353,140 | +19.2% | 156,829 | +11.2% | 3.35% | +14.4% |
| Q3 2022 | $5,330,000 | -2.0% | 140,997 | +1.0% | 2.93% | +8.0% |
| Q2 2022 | $5,441,000 | -17.0% | 139,538 | +0.8% | 2.71% | +0.5% |
| Q1 2022 | $6,553,000 | +14.3% | 138,370 | +147.2% | 2.70% | +6.5% |
| Q4 2021 | $5,732,000 | +3.4% | 55,977 | +1.1% | 2.54% | -14.8% |
| Q3 2021 | $5,541,000 | +12.3% | 55,350 | +16.8% | 2.98% | +11.5% |
| Q2 2021 | $4,936,000 | +56.2% | 47,381 | +49.4% | 2.67% | +23.3% |
| Q1 2021 | $3,160,000 | +13.7% | 31,704 | +1.5% | 2.16% | -10.5% |
| Q4 2020 | $2,779,000 | – | 31,224 | – | 2.42% | – |
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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% |