SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $911 | +48.6% | 22 | +57.1% | 0.00% | – |
| Q2 2023 | $613 | – | 14 | +40.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 10 | -98.5% | 0.00% | – |
| Q1 2022 | $32,000 | +3.2% | 685 | +126.1% | 0.00% | – |
| Q4 2021 | $31,000 | +675.0% | 303 | +718.9% | 0.00% | – |
| Q3 2021 | $4,000 | -88.6% | 37 | -89.5% | 0.00% | – |
| Q1 2021 | $35,000 | -23.9% | 351 | -31.6% | 0.00% | – |
| Q4 2020 | $46,000 | +100.0% | 513 | +51.8% | 0.00% | – |
| Q3 2020 | $23,000 | +4.5% | 338 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | +29.4% | 338 | 0.0% | 0.00% | – |
| Q1 2020 | $17,000 | -66.0% | 338 | -48.9% | 0.00% | – |
| Q4 2019 | $50,000 | +2.0% | 662 | -5.4% | 0.00% | – |
| Q3 2019 | $49,000 | -22.2% | 700 | -20.8% | 0.00% | -100.0% |
| Q2 2019 | $63,000 | -11.3% | 884 | -12.8% | 0.00% | 0.0% |
| Q1 2019 | $71,000 | +14.5% | 1,014 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $62,000 | -49.6% | 1,014 | -37.3% | 0.00% | 0.0% |
| Q3 2018 | $123,000 | +3.4% | 1,616 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $119,000 | +6.2% | 1,616 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $112,000 | -0.9% | 1,616 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $113,000 | -31.9% | 1,616 | -34.5% | 0.00% | -50.0% |
| Q3 2017 | $166,000 | +5.1% | 2,467 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $158,000 | +1.9% | 2,467 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $155,000 | +2.0% | 2,467 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $152,000 | -2.6% | 2,467 | -9.3% | 0.00% | 0.0% |
| Q3 2016 | $156,000 | +2.6% | 2,719 | -3.2% | 0.00% | -33.3% |
| Q2 2016 | $152,000 | +4.1% | 2,808 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $146,000 | 0.0% | 2,808 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $146,000 | – | 2,808 | – | 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% |