SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $208,000 | -3.7% | 2,077 | 0.0% | 0.09% | +1.2% |
| Q2 2021 | $216,000 | -4.8% | 2,077 | -9.0% | 0.09% | -9.5% |
| Q1 2021 | $227,000 | -1.3% | 2,282 | -11.6% | 0.10% | -6.9% |
| Q4 2020 | $230,000 | +4.5% | 2,582 | -11.4% | 0.10% | -21.5% |
| Q1 2020 | $220,000 | 0.0% | 2,914 | 0.0% | 0.13% | +38.3% |
| Q4 2019 | $220,000 | +8.4% | 2,914 | 0.0% | 0.09% | 0.0% |
| Q3 2019 | $203,000 | -9.0% | 2,914 | -6.4% | 0.09% | -17.5% |
| Q2 2019 | $223,000 | +2.3% | 3,114 | 0.0% | 0.11% | -0.9% |
| Q1 2019 | $218,000 | -17.4% | 3,114 | -10.2% | 0.12% | -16.1% |
| Q3 2018 | $264,000 | -22.4% | 3,469 | -25.0% | 0.14% | -23.9% |
| Q2 2018 | $340,000 | +65.0% | 4,628 | +55.5% | 0.18% | +181.2% |
| Q1 2018 | $206,000 | -5.9% | 2,977 | -5.3% | 0.06% | -51.1% |
| Q4 2017 | $219,000 | +6.3% | 3,142 | +2.6% | 0.13% | +2.3% |
| Q3 2017 | $206,000 | – | 3,062 | – | 0.13% | – |
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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% |