SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $320,000 | -3.9% | 3,201 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $333,000 | +4.4% | 3,201 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $319,000 | +1.3% | 3,201 | -9.5% | 0.03% | -5.6% |
| Q4 2020 | $315,000 | +30.2% | 3,538 | 0.0% | 0.04% | +16.1% |
| Q3 2020 | $242,000 | -9.0% | 3,538 | -13.1% | 0.03% | -11.4% |
| Q2 2020 | $266,000 | +11.8% | 4,070 | -11.8% | 0.04% | -2.8% |
| Q1 2020 | $238,000 | -37.2% | 4,617 | -8.0% | 0.04% | -21.7% |
| Q4 2019 | $379,000 | -5.0% | 5,017 | -12.2% | 0.05% | -13.2% |
| Q3 2019 | $399,000 | -13.1% | 5,717 | -10.9% | 0.05% | -13.1% |
| Q2 2019 | $459,000 | +2.2% | 6,417 | 0.0% | 0.06% | +3.4% |
| Q1 2019 | $449,000 | +15.4% | 6,417 | 0.0% | 0.06% | +15.7% |
| Q4 2018 | $389,000 | -20.4% | 6,417 | 0.0% | 0.05% | -8.9% |
| Q3 2018 | $489,000 | +3.6% | 6,417 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $472,000 | -24.2% | 6,417 | -28.8% | 0.06% | -26.3% |
| Q1 2018 | $623,000 | -21.3% | 9,018 | -20.6% | 0.08% | -20.8% |
| Q4 2017 | $792,000 | – | 11,357 | – | 0.10% | – |
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% |