SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $483,000 | -16.6% | 6,383 | -23.2% | 0.12% | -22.3% |
| Q3 2019 | $579,000 | -32.5% | 8,308 | -30.8% | 0.15% | -34.2% |
| Q2 2019 | $858,000 | -43.1% | 12,003 | -44.3% | 0.22% | -44.3% |
| Q1 2019 | $1,507,000 | +85.8% | 21,548 | +61.3% | 0.40% | +66.3% |
| Q4 2018 | $811,000 | +77.9% | 13,358 | +122.9% | 0.24% | +99.2% |
| Q3 2018 | $456,000 | +98.3% | 5,993 | +66.7% | 0.12% | +62.7% |
| Q2 2017 | $230,000 | – | 3,596 | – | 0.08% | – |
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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% |