SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $8,434,000 | -26.2% | 138,993 | -7.4% | 4.91% | -10.2% |
| Q3 2018 | $11,432,000 | +3.5% | 150,083 | -0.1% | 5.47% | -3.8% |
| Q2 2018 | $11,048,000 | +6.5% | 150,165 | +0.0% | 5.69% | +3.9% |
| Q1 2018 | $10,377,000 | -4.7% | 150,103 | -3.9% | 5.47% | +2.3% |
| Q4 2017 | $10,891,000 | +2.3% | 156,167 | -1.2% | 5.35% | -0.9% |
| Q3 2017 | $10,649,000 | +4.4% | 158,062 | -1.0% | 5.40% | +2.7% |
| Q2 2017 | $10,199,000 | +2.2% | 159,584 | +0.7% | 5.26% | -2.0% |
| Q1 2017 | $9,979,000 | +2.8% | 158,446 | +0.3% | 5.37% | -3.7% |
| Q4 2016 | $9,709,000 | +8.9% | 157,925 | +2.0% | 5.58% | +4.0% |
| Q3 2016 | $8,914,000 | +4.2% | 154,897 | -2.1% | 5.36% | +1.9% |
| Q2 2016 | $8,552,000 | +1.8% | 158,279 | -1.9% | 5.26% | -1.8% |
| Q1 2016 | $8,400,000 | +3.4% | 161,413 | +3.4% | 5.36% | +9.5% |
| Q4 2015 | $8,127,000 | -4.8% | 156,044 | -7.1% | 4.89% | -7.5% |
| Q3 2015 | $8,536,000 | – | 168,055 | – | 5.29% | – |
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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% |