SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,232,494 | +89.6% | 29,756 | +78.6% | 0.00% | – |
| Q2 2022 | $650,000 | +217.1% | 16,659 | +622.1% | 0.00% | – |
| Q4 2020 | $205,000 | -36.5% | 2,307 | -51.2% | 0.00% | – |
| Q3 2020 | $323,000 | -74.4% | 4,727 | -75.5% | 0.00% | -100.0% |
| Q2 2020 | $1,262,000 | +465.9% | 19,315 | +518.3% | 0.00% | – |
| Q2 2019 | $223,000 | -57.3% | 3,124 | -58.2% | 0.00% | -100.0% |
| Q1 2019 | $522,000 | +73.4% | 7,465 | +88.9% | 0.00% | – |
| Q3 2018 | $301,000 | -62.1% | 3,952 | -63.4% | 0.00% | -100.0% |
| Q2 2018 | $795,000 | +17.3% | 10,809 | +10.2% | 0.00% | 0.0% |
| Q1 2018 | $678,000 | -18.9% | 9,810 | -18.2% | 0.00% | 0.0% |
| Q4 2017 | $836,000 | +76.0% | 11,987 | +69.9% | 0.00% | 0.0% |
| Q3 2017 | $475,000 | -65.2% | 7,056 | -67.0% | 0.00% | -50.0% |
| Q2 2017 | $1,365,000 | +233.7% | 21,351 | +221.0% | 0.00% | +100.0% |
| Q4 2016 | $409,000 | – | 6,652 | – | 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% |