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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,056,000 | +10.2% | 15,100 | -4.4% | 0.16% | +0.6% |
| Q4 2018 | $958,000 | -19.2% | 15,790 | +1.4% | 0.16% | -2.4% |
| Q3 2018 | $1,186,000 | +2.7% | 15,571 | -0.8% | 0.17% | -1.2% |
| Q2 2018 | $1,155,000 | +13.1% | 15,703 | +6.3% | 0.17% | +12.6% |
| Q1 2018 | $1,021,000 | +2.6% | 14,768 | +3.5% | 0.15% | +5.6% |
| Q4 2017 | $995,000 | +8.0% | 14,271 | +4.4% | 0.14% | +5.9% |
| Q3 2017 | $921,000 | +4.7% | 13,665 | -0.8% | 0.14% | +0.7% |
| Q2 2017 | $880,000 | +3.4% | 13,774 | +1.9% | 0.13% | 0.0% |
| Q1 2017 | $851,000 | +18.2% | 13,514 | +15.4% | 0.13% | +10.7% |
| Q4 2016 | $720,000 | +7.6% | 11,709 | +0.8% | 0.12% | +8.0% |
| Q3 2016 | $669,000 | +21.2% | 11,620 | +13.8% | 0.11% | +16.7% |
| Q2 2016 | $552,000 | +16.0% | 10,214 | +11.6% | 0.10% | +7.9% |
| Q1 2016 | $476,000 | +3.5% | 9,153 | +3.7% | 0.09% | -1.1% |
| Q4 2015 | $460,000 | +5.0% | 8,828 | +2.4% | 0.09% | +3.4% |
| Q3 2015 | $438,000 | +0.2% | 8,621 | +13.3% | 0.09% | +4.8% |
| Q2 2015 | $437,000 | +3.1% | 7,606 | +3.3% | 0.08% | -2.4% |
| Q1 2015 | $424,000 | +32.1% | 7,362 | +26.3% | 0.08% | +23.2% |
| Q4 2014 | $321,000 | – | 5,828 | – | 0.07% | – |
Download | ||||||
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% |