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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,209 | +1270.5% | 186 | +1450.0% | 0.00% | – |
| Q2 2023 | $526 | -96.2% | 12 | -96.4% | 0.00% | – |
| Q1 2023 | $14,005 | -97.8% | 334 | -97.9% | 0.00% | -100.0% |
| Q4 2022 | $642,367 | +6.0% | 15,857 | -1.1% | 0.01% | 0.0% |
| Q3 2022 | $606,000 | -2.3% | 16,029 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $620,000 | -17.8% | 15,914 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $754,000 | -7.0% | 15,914 | +101.0% | 0.01% | -7.7% |
| Q4 2021 | $811,000 | -1.0% | 7,917 | -3.2% | 0.01% | -7.1% |
| Q3 2021 | $819,000 | +1.4% | 8,179 | +0.9% | 0.01% | -6.7% |
| Q1 2021 | $808,000 | +7.7% | 8,105 | -3.8% | 0.02% | +7.1% |
| Q4 2020 | $750,000 | +28.4% | 8,424 | -1.4% | 0.01% | +7.7% |
| Q3 2020 | $584,000 | +6.0% | 8,542 | +1.3% | 0.01% | 0.0% |
| Q2 2020 | $551,000 | +26.7% | 8,434 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $435,000 | -33.0% | 8,434 | -1.7% | 0.01% | -13.3% |
| Q4 2019 | $649,000 | -3.9% | 8,579 | -11.4% | 0.02% | -6.2% |
| Q3 2019 | $675,000 | -3.2% | 9,683 | -0.6% | 0.02% | -5.9% |
| Q2 2019 | $697,000 | +96.9% | 9,746 | +92.5% | 0.02% | +112.5% |
| Q1 2019 | $354,000 | +831.6% | 5,064 | +794.7% | 0.01% | +700.0% |
| Q3 2017 | $38,000 | -94.2% | 566 | -95.5% | 0.00% | -95.5% |
| Q3 2014 | $652,000 | +14.4% | 12,680 | +22.0% | 0.02% | +22.2% |
| Q2 2014 | $570,000 | – | 10,392 | – | 0.02% | – |
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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% |