SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 637 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $92,000 | +7.0% | 895 | +3.9% | 0.01% | 0.0% |
Q3 2021 | $86,000 | +13.2% | 861 | +18.3% | 0.01% | +16.7% |
Q2 2021 | $76,000 | +1.3% | 728 | -3.2% | 0.01% | -14.3% |
Q1 2021 | $75,000 | +27.1% | 752 | +12.6% | 0.01% | +16.7% |
Q4 2020 | $59,000 | +28.3% | 668 | 0.0% | 0.01% | +20.0% |
Q3 2020 | $46,000 | -59.6% | 668 | -61.7% | 0.01% | -61.5% |
Q2 2020 | $114,000 | +21.3% | 1,742 | -4.7% | 0.01% | -7.1% |
Q1 2020 | $94,000 | -43.7% | 1,828 | -17.1% | 0.01% | -26.3% |
Q4 2019 | $167,000 | -2.9% | 2,206 | -10.7% | 0.02% | -9.5% |
Q3 2019 | $172,000 | +53.6% | 2,471 | +57.9% | 0.02% | +50.0% |
Q2 2019 | $112,000 | -65.0% | 1,565 | -65.8% | 0.01% | -66.7% |
Q1 2019 | $320,000 | +27.5% | 4,578 | +10.7% | 0.04% | +13.5% |
Q4 2018 | $251,000 | -52.2% | 4,135 | -40.0% | 0.04% | -47.1% |
Q3 2018 | $525,000 | +707.7% | 6,895 | +675.6% | 0.07% | +677.8% |
Q2 2018 | $65,000 | +6.6% | 889 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $61,000 | -1.6% | 889 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $62,000 | +3.3% | 889 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $60,000 | +3.4% | 889 | -2.3% | 0.01% | 0.0% |
Q2 2017 | $58,000 | +1.8% | 910 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $57,000 | +280.0% | 910 | +279.2% | 0.01% | +200.0% |
Q4 2016 | $15,000 | +15.4% | 240 | +1.3% | 0.00% | +50.0% |
Q2 2016 | $13,000 | -69.8% | 237 | -68.4% | 0.00% | -75.0% |
Q1 2015 | $43,000 | – | 750 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |