SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $883,000 | +11.6% | 12,359 | +9.3% | 0.08% | +11.1% |
| Q1 2019 | $791,000 | +12.2% | 11,310 | -2.7% | 0.07% | -4.0% |
| Q4 2018 | $705,000 | -15.6% | 11,619 | +6.0% | 0.08% | -1.3% |
| Q3 2018 | $835,000 | +8.3% | 10,961 | +4.5% | 0.08% | 0.0% |
| Q2 2018 | $771,000 | +9.5% | 10,484 | +3.0% | 0.08% | +7.0% |
| Q1 2018 | $704,000 | +0.7% | 10,183 | +1.6% | 0.07% | +9.2% |
| Q4 2017 | $699,000 | +6.6% | 10,027 | +3.0% | 0.06% | -1.5% |
| Q3 2017 | $656,000 | +1.5% | 9,739 | -3.6% | 0.07% | -1.5% |
| Q2 2017 | $646,000 | +9.7% | 10,102 | +8.0% | 0.07% | +4.7% |
| Q1 2017 | $589,000 | +9.9% | 9,355 | +7.3% | 0.06% | +8.5% |
| Q4 2016 | $536,000 | +19.6% | 8,716 | +11.9% | 0.06% | +15.7% |
| Q3 2016 | $448,000 | +3.0% | 7,787 | -3.2% | 0.05% | +2.0% |
| Q2 2016 | $435,000 | -5.8% | 8,047 | -9.3% | 0.05% | -7.4% |
| Q1 2016 | $462,000 | +17.6% | 8,872 | +17.7% | 0.05% | +17.4% |
| Q4 2015 | $393,000 | -15.7% | 7,541 | -17.8% | 0.05% | -13.2% |
| Q3 2015 | $466,000 | +21.7% | 9,178 | +37.6% | 0.05% | +26.2% |
| Q2 2015 | $383,000 | +61.6% | 6,671 | +62.0% | 0.04% | +55.6% |
| Q1 2015 | $237,000 | -3.7% | 4,117 | -10.1% | 0.03% | -6.9% |
| Q1 2014 | $246,000 | +3.4% | 4,580 | +1.1% | 0.03% | +3.6% |
| Q4 2013 | $238,000 | – | 4,530 | – | 0.03% | – |
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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% |