SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 228 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 1.05 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $214,000 | -76.0% | 4,528 | -61.6% | 0.00% | -90.0% |
| Q4 2019 | $891,000 | +2.9% | 11,783 | -5.2% | 0.03% | 0.0% |
| Q3 2019 | $866,000 | -2.7% | 12,424 | -0.2% | 0.03% | +7.1% |
| Q2 2019 | $890,000 | -0.4% | 12,450 | -2.6% | 0.03% | -3.4% |
| Q1 2019 | $894,000 | +15.4% | 12,780 | 0.0% | 0.03% | +7.4% |
| Q4 2018 | $775,000 | -21.2% | 12,780 | -1.0% | 0.03% | -12.9% |
| Q3 2018 | $983,000 | +8.7% | 12,909 | +5.1% | 0.03% | +6.9% |
| Q2 2018 | $904,000 | -5.9% | 12,284 | -11.7% | 0.03% | -6.5% |
| Q1 2018 | $961,000 | -3.4% | 13,906 | -2.5% | 0.03% | -6.1% |
| Q4 2017 | $995,000 | -5.7% | 14,264 | -8.9% | 0.03% | -10.8% |
| Q3 2017 | $1,055,000 | +157.9% | 15,656 | +144.9% | 0.04% | +131.2% |
| Q2 2017 | $409,000 | -0.7% | 6,392 | -2.2% | 0.02% | -5.9% |
| Q1 2017 | $412,000 | -30.8% | 6,537 | -42.7% | 0.02% | -34.6% |
| Q4 2015 | $595,000 | +2.9% | 11,415 | +0.4% | 0.03% | +4.0% |
| Q3 2015 | $578,000 | -13.1% | 11,371 | -1.7% | 0.02% | -3.8% |
| Q2 2015 | $665,000 | -2.1% | 11,563 | -1.9% | 0.03% | 0.0% |
| Q1 2015 | $679,000 | -0.7% | 11,788 | -5.0% | 0.03% | 0.0% |
| Q4 2014 | $684,000 | +16.3% | 12,407 | +8.4% | 0.03% | +18.2% |
| Q3 2014 | $588,000 | -3.8% | 11,447 | +2.7% | 0.02% | -4.3% |
| Q2 2014 | $611,000 | +14.8% | 11,144 | +12.3% | 0.02% | +9.5% |
| Q1 2014 | $532,000 | +6.8% | 9,921 | +4.7% | 0.02% | +10.5% |
| Q4 2013 | $498,000 | +16.1% | 9,480 | +6.5% | 0.02% | +11.8% |
| Q3 2013 | $429,000 | +18.5% | 8,904 | +8.2% | 0.02% | +13.3% |
| Q2 2013 | $362,000 | – | 8,229 | – | 0.02% | – |
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% |