SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $636,078 | +3.2% | 15,170 | -0.3% | 0.42% | -2.1% |
| Q4 2022 | $616,562 | +2.1% | 15,220 | -4.8% | 0.43% | +2.4% |
| Q3 2022 | $604,000 | -3.7% | 15,990 | -0.6% | 0.42% | +2.7% |
| Q2 2022 | $627,000 | -17.7% | 16,090 | 0.0% | 0.41% | -1.2% |
| Q1 2022 | $762,000 | -7.0% | 16,090 | +101.3% | 0.42% | -4.3% |
| Q4 2021 | $819,000 | +3.9% | 7,995 | +1.5% | 0.44% | -3.5% |
| Q3 2021 | $788,000 | +54.2% | 7,875 | +5.2% | 0.45% | +6.1% |
| Q3 2020 | $511,000 | +4.5% | 7,485 | 0.0% | 0.43% | -3.2% |
| Q2 2020 | $489,000 | +9.4% | 7,485 | -13.8% | 0.44% | -14.0% |
| Q1 2020 | $447,000 | -31.4% | 8,685 | +0.8% | 0.51% | -10.8% |
| Q4 2019 | $652,000 | +6.4% | 8,615 | -1.9% | 0.58% | -0.5% |
| Q3 2019 | $613,000 | -1.0% | 8,785 | +1.5% | 0.58% | -2.4% |
| Q2 2019 | $619,000 | -1.0% | 8,655 | +5.1% | 0.59% | -8.1% |
| Q2 2018 | $625,000 | +12.6% | 8,235 | +2.6% | 0.64% | -12.1% |
| Q1 2018 | $555,000 | – | 8,025 | – | 0.73% | – |
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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% |