SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 336 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,966,298 | -3.4% | 95,758 | +2.1% | 0.00% | 0.0% |
Q2 2023 | $4,107,179 | +65.5% | 93,771 | +58.5% | 0.00% | +50.0% |
Q1 2023 | $2,481,173 | -1.6% | 59,174 | -4.9% | 0.00% | 0.0% |
Q4 2022 | $2,521,386 | +21.4% | 62,240 | +13.3% | 0.00% | 0.0% |
Q3 2022 | $2,077,000 | -43.0% | 54,953 | -41.2% | 0.00% | -50.0% |
Q2 2022 | $3,647,000 | -9.3% | 93,528 | +10.1% | 0.00% | +33.3% |
Q1 2022 | $4,022,000 | -2.0% | 84,931 | +111.9% | 0.00% | 0.0% |
Q4 2021 | $4,105,000 | +4.1% | 40,086 | +1.8% | 0.00% | -25.0% |
Q3 2021 | $3,942,000 | +8.1% | 39,376 | +12.4% | 0.00% | +33.3% |
Q2 2021 | $3,648,000 | -51.5% | 35,020 | -53.6% | 0.00% | -62.5% |
Q1 2021 | $7,517,000 | +21.0% | 75,420 | +8.0% | 0.01% | +14.3% |
Q4 2020 | $6,213,000 | +50.9% | 69,810 | +15.8% | 0.01% | +40.0% |
Q3 2020 | $4,117,000 | +115.9% | 60,265 | +106.4% | 0.01% | +66.7% |
Q2 2020 | $1,907,000 | +566.8% | 29,193 | +425.1% | 0.00% | – |
Q1 2020 | $286,000 | -28.0% | 5,559 | +5.9% | 0.00% | -100.0% |
Q4 2019 | $397,000 | +27.7% | 5,248 | +17.5% | 0.00% | – |
Q3 2019 | $311,000 | -43.5% | 4,466 | -42.0% | 0.00% | -100.0% |
Q2 2019 | $550,000 | -38.0% | 7,694 | -39.3% | 0.00% | 0.0% |
Q1 2019 | $887,000 | -36.9% | 12,677 | -45.3% | 0.00% | -50.0% |
Q4 2018 | $1,406,000 | +81.0% | 23,178 | +127.3% | 0.00% | +100.0% |
Q3 2018 | $777,000 | -10.5% | 10,197 | -13.6% | 0.00% | 0.0% |
Q2 2018 | $868,000 | +22.6% | 11,802 | +15.2% | 0.00% | 0.0% |
Q1 2018 | $708,000 | +3.1% | 10,241 | +4.0% | 0.00% | 0.0% |
Q4 2017 | $687,000 | +6.7% | 9,847 | +3.0% | 0.00% | 0.0% |
Q3 2017 | $644,000 | -14.7% | 9,559 | -19.1% | 0.00% | -50.0% |
Q2 2017 | $755,000 | +3.7% | 11,815 | +2.3% | 0.00% | 0.0% |
Q1 2017 | $728,000 | +37.4% | 11,554 | +34.0% | 0.00% | +100.0% |
Q4 2016 | $530,000 | -1.5% | 8,625 | -7.7% | 0.00% | 0.0% |
Q3 2016 | $538,000 | +67.6% | 9,348 | +57.2% | 0.00% | 0.0% |
Q2 2016 | $321,000 | +5.6% | 5,945 | +1.7% | 0.00% | 0.0% |
Q1 2016 | $304,000 | – | 5,845 | – | 0.00% | – |
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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% |