SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,031 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $93,856 | -34.1% | 1,978 | -31.6% | 0.00% | 0.0% |
| Q1 2024 | $142,451 | +52.5% | 2,893 | +46.3% | 0.00% | +100.0% |
| Q4 2023 | $93,441 | +14.1% | 1,978 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $81,929 | -5.4% | 1,978 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $86,636 | +4.5% | 1,978 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $82,938 | +103572.5% | 1,978 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $80 | -99.9% | 1,978 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $75,000 | -63.9% | 1,978 | -63.0% | 0.00% | -66.7% |
| Q2 2022 | $208,000 | -17.8% | 5,342 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $253,000 | -24.0% | 5,342 | +64.1% | 0.00% | -25.0% |
| Q4 2021 | $333,000 | – | 3,255 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |