SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,399,000 | -17.5% | 92,890 | +78.4% | 1.66% | -13.4% |
| Q4 2021 | $5,333,000 | -12.8% | 52,078 | -14.8% | 1.92% | -14.4% |
| Q3 2021 | $6,116,000 | -8.6% | 61,097 | -4.9% | 2.25% | -5.8% |
| Q2 2021 | $6,693,000 | +5.4% | 64,248 | +0.8% | 2.38% | -2.7% |
| Q1 2021 | $6,350,000 | -45.3% | 63,707 | -74.7% | 2.45% | -42.8% |
| Q4 2020 | $11,618,000 | +93.5% | 251,505 | +186.2% | 4.29% | +71.7% |
| Q3 2020 | $6,003,000 | +23.1% | 87,869 | +17.7% | 2.50% | +14.5% |
| Q2 2020 | $4,878,000 | – | 74,662 | – | 2.18% | – |
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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% |