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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,373 | +4.0% | 516 | +10.0% | 0.01% | +20.0% |
| Q2 2023 | $20,542 | +27.3% | 469 | +21.8% | 0.01% | 0.0% |
| Q1 2023 | $16,143 | +3.5% | 385 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $15,596 | +4.0% | 385 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $15,000 | +7.1% | 385 | +8.8% | 0.01% | 0.0% |
| Q2 2022 | $14,000 | +7.7% | 354 | +31.1% | 0.01% | +25.0% |
| Q1 2022 | $13,000 | -7.1% | 270 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +16.7% | 135 | +9.8% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | -25.0% | 123 | -22.2% | 0.00% | -20.0% |
| Q2 2021 | $16,000 | +300.0% | 158 | +338.9% | 0.01% | +400.0% |
| Q1 2021 | $4,000 | +33.3% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 36 | +2.9% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | +100.0% | 35 | +105.9% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -99.7% | 17 | -99.6% | 0.00% | -100.0% |
| Q4 2019 | $355,000 | +8.6% | 4,697 | +0.0% | 0.13% | +4.8% |
| Q3 2019 | $327,000 | -2.7% | 4,696 | 0.0% | 0.12% | -4.6% |
| Q2 2019 | $336,000 | +2.4% | 4,696 | 0.0% | 0.13% | +2.4% |
| Q1 2019 | $328,000 | – | 4,696 | – | 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% |