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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $34,000 | +126.7% | 341 | +141.8% | 0.00% | +100.0% |
| Q2 2021 | $15,000 | -73.7% | 141 | -75.4% | 0.00% | -50.0% |
| Q1 2021 | $57,000 | +200.0% | 573 | +169.0% | 0.00% | +100.0% |
| Q4 2020 | $19,000 | +216.7% | 213 | +126.6% | 0.00% | +100.0% |
| Q3 2020 | $6,000 | -14.3% | 94 | -6.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +600.0% | 100 | +270.4% | 0.00% | – |
| Q1 2020 | $1,000 | -75.0% | 27 | -50.9% | 0.00% | – |
| Q4 2019 | $4,000 | +100.0% | 55 | +120.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 25 | -19.4% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 31 | +24.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | -99.9% | 25 | 0.0% | 0.00% | – |
| Q1 2018 | $1,728,000 | -0.9% | 25 | 0.0% | 0.00% | – |
| Q4 2017 | $1,744,000 | +3.6% | 25 | 0.0% | 0.00% | – |
| Q3 2017 | $1,684,000 | +5.4% | 25 | 0.0% | 0.00% | – |
| Q2 2017 | $1,598,000 | +1.5% | 25 | 0.0% | 0.00% | – |
| Q1 2017 | $1,575,000 | +2.5% | 25 | 0.0% | 0.00% | – |
| Q4 2016 | $1,537,000 | +6.8% | 25 | 0.0% | 0.00% | – |
| Q3 2016 | $1,439,000 | -84.4% | 25 | -85.4% | 0.00% | -100.0% |
| Q2 2016 | $9,239,000 | +593.6% | 171 | +584.0% | 0.00% | – |
| Q1 2016 | $1,332,000 | +133100.0% | 25 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | – | 25 | – | 0.00% | – |
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% |