SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $868,000 | -51.9% | 16,837 | -29.3% | 0.04% | -37.5% |
| Q4 2019 | $1,803,000 | +55.7% | 23,829 | +43.4% | 0.06% | +56.1% |
| Q3 2019 | $1,158,000 | +10.7% | 16,617 | +13.6% | 0.04% | +28.1% |
| Q2 2019 | $1,046,000 | -17.8% | 14,632 | -19.5% | 0.03% | -13.5% |
| Q1 2019 | $1,272,000 | +136.0% | 18,177 | +104.6% | 0.04% | +146.7% |
| Q4 2018 | $539,000 | +5.3% | 8,884 | +32.3% | 0.02% | -11.8% |
| Q3 2018 | $512,000 | – | 6,716 | – | 0.02% | – |
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% |