SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $12,562,000 | +38.8% | 192,259 | +9.4% | 0.78% | +13.5% |
| Q1 2020 | $9,050,000 | -29.3% | 175,664 | +3.8% | 0.68% | -7.6% |
| Q4 2019 | $12,801,000 | +27.5% | 169,241 | +17.5% | 0.74% | +16.2% |
| Q3 2019 | $10,042,000 | -0.3% | 144,006 | +2.1% | 0.64% | -5.8% |
| Q2 2019 | $10,077,000 | +6.1% | 140,983 | +3.8% | 0.68% | +14.6% |
| Q1 2019 | $9,498,000 | +12.0% | 135,821 | -2.8% | 0.59% | -6.1% |
| Q4 2018 | $8,480,000 | +92.0% | 139,742 | +141.0% | 0.63% | +100.0% |
| Q3 2018 | $4,417,000 | +10.3% | 57,988 | +6.5% | 0.31% | +2.6% |
| Q2 2018 | $4,006,000 | -99.9% | 54,453 | -0.1% | 0.31% | -2.2% |
| Q1 2018 | $3,767,048,000 | +114295.6% | 54,492 | +15.4% | 0.31% | +13.8% |
| Q4 2017 | $3,293,000 | +12.5% | 47,217 | +8.7% | 0.28% | +13.6% |
| Q3 2017 | $2,926,000 | +9.0% | 43,438 | +3.4% | 0.24% | -4.0% |
| Q2 2017 | $2,685,000 | +8.1% | 42,019 | +6.4% | 0.25% | +4.6% |
| Q1 2017 | $2,484,000 | +13.9% | 39,501 | +10.9% | 0.24% | +16.4% |
| Q4 2016 | $2,181,000 | -89.0% | 35,633 | +3.5% | 0.21% | +19.0% |
| Q3 2016 | $19,809,000 | +995.0% | 34,420 | +1.2% | 0.17% | -23.0% |
| Q2 2016 | $1,809,000 | +5.4% | 34,016 | +3.1% | 0.23% | -0.9% |
| Q1 2016 | $1,716,000 | +0.4% | 33,000 | +0.5% | 0.23% | -14.3% |
| Q4 2015 | $1,710,000 | +14.2% | 32,826 | +11.4% | 0.27% | +6.4% |
| Q3 2015 | $1,497,000 | +9.5% | 29,472 | +23.9% | 0.25% | +57.2% |
| Q2 2015 | $1,367,000 | +44.2% | 23,784 | +41.9% | 0.16% | +18.7% |
| Q1 2015 | $948,000 | – | 16,766 | – | 0.13% | – |
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% |