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 | $19,464,914 | -5.4% | 469,940 | 0.0% | 0.03% | +16.7% |
| Q2 2023 | $20,583,372 | +7.7% | 469,940 | +3.1% | 0.02% | -14.3% |
| Q1 2023 | $19,112,113 | +3.5% | 455,810 | 0.0% | 0.03% | -9.7% |
| Q4 2022 | $18,464,863 | -5.0% | 455,810 | -11.3% | 0.03% | -13.9% |
| Q3 2022 | $19,434,000 | -3.1% | 514,140 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $20,046,000 | -16.5% | 514,140 | 0.0% | 0.04% | +2.9% |
| Q1 2022 | $24,015,000 | -10.5% | 514,140 | +98.5% | 0.03% | -27.7% |
| Q4 2021 | $26,829,000 | +4.5% | 258,960 | +2.8% | 0.05% | -2.1% |
| Q3 2021 | $25,667,000 | -0.4% | 251,920 | +1.6% | 0.05% | -4.0% |
| Q2 2021 | $25,774,000 | +62.3% | 248,000 | +55.0% | 0.05% | +47.1% |
| Q1 2021 | $15,879,000 | – | 160,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 201,177 | $20,601,000 | 13.24% |
| Strategic Financial Planning, Inc. | 163,200 | $16,712,000 | 12.01% |
| Financial Advisors, LLC | 364,323 | $37,307,000 | 11.37% |
| COLUMBIA ADVISORY PARTNERS LLC | 98,678 | $10,105,000 | 10.07% |
| FIDELIS iM, LLC | 165,544 | $16,952,000 | 9.68% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 225,880 | $23,130,000 | 9.50% |
| Mokosak Advisory Group, LLC | 205,964 | $21,092,000 | 8.09% |
| Ascension Capital Advisors, Inc. | 115,174 | $11,794,000 | 7.73% |
| Scarborough Advisors, LLC | 210,617 | $21,567,000 | 7.41% |
| Charles Schwab Investment Advisory, Inc. | 44,633,989 | $4,570,520,000 | 7.17% |