SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,430,827 | -3.5% | 34,975 | +3.3% | 0.26% | -3.0% |
| Q2 2023 | $1,482,461 | +12.2% | 33,845 | +7.4% | 0.26% | +2.3% |
| Q1 2023 | $1,320,981 | +5.5% | 31,504 | +1.9% | 0.26% | -3.4% |
| Q4 2022 | $1,252,454 | +26.4% | 30,918 | +17.7% | 0.27% | +12.7% |
| Q3 2022 | $991,000 | +21.0% | 26,265 | +25.0% | 0.24% | +21.0% |
| Q2 2022 | $819,000 | -16.0% | 21,018 | +2.3% | 0.20% | 0.0% |
| Q1 2022 | $975,000 | -3.2% | 20,546 | +107.9% | 0.20% | -3.5% |
| Q4 2021 | $1,007,000 | +5.3% | 9,881 | +3.1% | 0.20% | -31.8% |
| Q3 2021 | $956,000 | -6.2% | 9,584 | -2.1% | 0.30% | -1.7% |
| Q2 2021 | $1,019,000 | +26.3% | 9,793 | +8.0% | 0.30% | -5.0% |
| Q4 2020 | $807,000 | +37.7% | 9,070 | +6.7% | 0.32% | +3.3% |
| Q3 2020 | $586,000 | -11.9% | 8,503 | -16.6% | 0.31% | -33.7% |
| Q2 2020 | $665,000 | +27.2% | 10,190 | -0.1% | 0.46% | -10.4% |
| Q1 2020 | $523,000 | -24.1% | 10,200 | +11.4% | 0.52% | -10.6% |
| Q4 2019 | $689,000 | – | 9,155 | – | 0.58% | – |
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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% |