SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 440 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $33,000 | -2.9% | 878 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -34.6% | 878 | -20.5% | 0.00% | -50.0% |
| Q1 2022 | $52,000 | -24.6% | 1,104 | +63.8% | 0.00% | 0.0% |
| Q4 2021 | $69,000 | +3.0% | 674 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $67,000 | +45.7% | 674 | +53.5% | 0.00% | +50.0% |
| Q2 2021 | $46,000 | +253.8% | 439 | +237.7% | 0.00% | +100.0% |
| Q1 2021 | $13,000 | +8.3% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +33.3% | 130 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | -25.0% | 130 | -31.6% | 0.00% | -100.0% |
| Q2 2020 | $12,000 | -25.0% | 190 | -40.3% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -33.3% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | -4.3% | 318 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 318 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +15.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -20.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | -35.1% | 318 | -36.1% | 0.00% | -50.0% |
| Q2 2018 | $37,000 | +68.2% | 498 | +56.6% | 0.00% | +100.0% |
| Q1 2018 | $22,000 | 0.0% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $22,000 | +4.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $21,000 | – | 318 | – | 0.00% | – |
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% |