SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 2.42 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,783,645 | +24.3% | 100,814 | +29.0% | 0.00% | 0.0% |
| Q1 2024 | $3,848,809 | +51.8% | 78,164 | +45.6% | 0.00% | 0.0% |
| Q4 2023 | $2,535,364 | +43.2% | 53,669 | +25.5% | 0.00% | – |
| Q3 2023 | $1,770,857 | +14.6% | 42,754 | +21.1% | 0.00% | – |
| Q2 2023 | $1,545,922 | +324.1% | 35,295 | +306.0% | 0.00% | – |
| Q1 2023 | $364,497 | -2.2% | 8,693 | -5.5% | 0.00% | – |
| Q4 2022 | $372,510 | -14.8% | 9,196 | -20.4% | 0.00% | – |
| Q3 2022 | $437,000 | +11.8% | 11,558 | +15.1% | 0.00% | – |
| Q2 2022 | $391,000 | -26.2% | 10,041 | -10.3% | 0.00% | – |
| Q1 2022 | $530,000 | +2.3% | 11,193 | +121.2% | 0.00% | – |
| Q4 2021 | $518,000 | +14.6% | 5,061 | +12.1% | 0.00% | – |
| Q3 2021 | $452,000 | -1.1% | 4,513 | +2.8% | 0.00% | – |
| Q2 2021 | $457,000 | +11.2% | 4,389 | +6.4% | 0.00% | – |
| Q1 2021 | $411,000 | +12.0% | 4,126 | 0.0% | 0.00% | – |
| Q4 2020 | $367,000 | -38.4% | 4,126 | -52.7% | 0.00% | – |
| Q3 2020 | $596,000 | +104.8% | 8,719 | +96.2% | 0.00% | – |
| Q2 2020 | $291,000 | +30.5% | 4,445 | +2.5% | 0.00% | – |
| Q1 2020 | $223,000 | -25.4% | 4,338 | +9.8% | 0.00% | – |
| Q4 2019 | $299,000 | +33.5% | 3,950 | +23.0% | 0.00% | – |
| Q3 2019 | $224,000 | -42.6% | 3,211 | -41.1% | 0.00% | – |
| Q2 2019 | $390,000 | -7.6% | 5,451 | -9.7% | 0.00% | – |
| Q1 2019 | $422,000 | -3.9% | 6,037 | -16.5% | 0.00% | – |
| Q4 2018 | $439,000 | -26.2% | 7,231 | -7.4% | 0.00% | – |
| Q3 2018 | $595,000 | +6.1% | 7,808 | +2.3% | 0.00% | – |
| Q2 2018 | $561,000 | +20.9% | 7,632 | +13.7% | 0.00% | – |
| Q1 2018 | $464,000 | +22.1% | 6,713 | +23.3% | 0.00% | – |
| Q4 2017 | $380,000 | +12.8% | 5,445 | +8.9% | 0.00% | – |
| Q3 2017 | $337,000 | -9.4% | 4,999 | -14.1% | 0.00% | – |
| Q2 2017 | $372,000 | -5.3% | 5,820 | -6.7% | 0.00% | – |
| Q1 2017 | $393,000 | -2.2% | 6,236 | -4.5% | 0.00% | – |
| Q4 2016 | $402,000 | +66.8% | 6,531 | +55.8% | 0.00% | – |
| Q3 2016 | $241,000 | +4.8% | 4,192 | -1.7% | 0.00% | – |
| Q2 2016 | $230,000 | -10.9% | 4,265 | -14.1% | 0.00% | – |
| Q1 2016 | $258,000 | -6.5% | 4,963 | -6.4% | 0.00% | – |
| Q4 2015 | $276,000 | +23.8% | 5,302 | +21.1% | 0.00% | – |
| Q3 2015 | $223,000 | -10.1% | 4,378 | +1.6% | 0.00% | – |
| Q2 2015 | $248,000 | -1.2% | 4,310 | -7.8% | 0.00% | – |
| Q1 2014 | $251,000 | -10.7% | 4,675 | -12.8% | 0.00% | – |
| Q4 2013 | $281,000 | – | 5,361 | – | 0.00% | – |
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% |