SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70 | -5.4% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $74 | +4.2% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $71 | +2.9% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $69 | -99.9% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $64,000 | -3.0% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $66,000 | -18.5% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $81,000 | -6.9% | 1,700 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $87,000 | +2.4% | 850 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $85,000 | -4.5% | 850 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $89,000 | +4.7% | 850 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $85,000 | +11.8% | 850 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $76,000 | +484.6% | 850 | +347.4% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 190 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | +20.0% | 190 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | -28.6% | 190 | 0.0% | 0.00% | – |
| Q4 2019 | $14,000 | +7.7% | 190 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | -7.1% | 190 | 0.0% | 0.00% | – |
| Q2 2019 | $14,000 | +7.7% | 190 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | +8.3% | 190 | 0.0% | 0.00% | – |
| Q4 2018 | $12,000 | -14.3% | 190 | 0.0% | 0.00% | – |
| Q3 2018 | $14,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q2 2018 | $14,000 | +7.7% | 190 | 0.0% | 0.00% | – |
| Q1 2018 | $13,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2017 | $13,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q3 2017 | $13,000 | +8.3% | 190 | 0.0% | 0.00% | – |
| Q2 2017 | $12,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q1 2017 | $12,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2016 | $12,000 | +9.1% | 190 | 0.0% | 0.00% | – |
| Q3 2016 | $11,000 | +10.0% | 190 | 0.0% | 0.00% | – |
| Q2 2016 | $10,000 | -50.0% | 190 | -50.0% | 0.00% | – |
| Q1 2016 | $20,000 | +100.0% | 380 | +100.0% | 0.00% | – |
| Q4 2015 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q3 2015 | $10,000 | -9.1% | 190 | 0.0% | 0.00% | – |
| Q2 2015 | $11,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q1 2015 | $11,000 | +10.0% | 190 | 0.0% | 0.00% | – |
| Q4 2014 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q3 2014 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q2 2014 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q1 2014 | $10,000 | 0.0% | 190 | 0.0% | 0.00% | – |
| Q4 2013 | $10,000 | +11.1% | 190 | 0.0% | 0.00% | – |
| Q3 2013 | $9,000 | +12.5% | 190 | 0.0% | 0.00% | – |
| Q2 2013 | $8,000 | – | 190 | – | 0.00% | – |
Download | ||||||
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% |