SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $721,000 | +19.2% | 9,538 | +10.0% | 0.05% | +4.4% |
| Q3 2019 | $605,000 | -13.3% | 8,670 | -11.2% | 0.04% | -18.2% |
| Q2 2019 | $698,000 | +8.7% | 9,767 | +6.5% | 0.06% | +3.8% |
| Q1 2019 | $642,000 | +17.6% | 9,175 | +1.9% | 0.05% | +3.9% |
| Q4 2018 | $546,000 | -20.2% | 9,000 | +0.2% | 0.05% | -22.7% |
| Q3 2018 | $684,000 | +2.9% | 8,986 | -0.6% | 0.07% | -4.3% |
| Q2 2018 | $665,000 | +8.0% | 9,042 | +1.5% | 0.07% | 0.0% |
| Q1 2018 | $616,000 | +2.7% | 8,904 | +3.6% | 0.07% | +6.2% |
| Q4 2017 | $600,000 | +14.3% | 8,598 | +10.2% | 0.06% | +10.2% |
| Q3 2017 | $525,000 | -6.7% | 7,799 | -11.5% | 0.06% | -10.6% |
| Q2 2017 | $563,000 | +0.4% | 8,816 | -1.1% | 0.07% | -4.3% |
| Q1 2017 | $561,000 | +8.5% | 8,914 | +6.0% | 0.07% | 0.0% |
| Q4 2016 | $517,000 | +15.4% | 8,412 | +8.1% | 0.07% | -6.8% |
| Q3 2016 | $448,000 | +6.4% | 7,785 | 0.0% | 0.07% | +2.8% |
| Q2 2016 | $421,000 | – | 7,785 | – | 0.07% | – |
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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% |