SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $125,000 | +5.0% | 1,221 | +2.5% | 0.09% | -3.3% |
| Q3 2021 | $119,000 | +495.0% | 1,191 | +495.5% | 0.09% | +718.2% |
| Q1 2021 | $20,000 | -98.2% | 200 | -99.1% | 0.01% | -99.0% |
| Q1 2020 | $1,140,000 | -22.9% | 22,129 | +13.2% | 1.10% | +22.0% |
| Q4 2019 | $1,479,000 | +5.2% | 19,552 | -3.0% | 0.90% | +9.2% |
| Q3 2019 | $1,406,000 | -10.8% | 20,165 | -8.6% | 0.82% | -7.4% |
| Q2 2019 | $1,577,000 | -10.1% | 22,064 | -12.1% | 0.89% | -11.2% |
| Q1 2019 | $1,755,000 | +2.4% | 25,103 | -11.1% | 1.00% | +2.1% |
| Q4 2018 | $1,714,000 | -20.5% | 28,250 | -0.2% | 0.98% | -0.1% |
| Q3 2018 | $2,156,000 | +2.7% | 28,302 | -0.9% | 0.98% | -3.7% |
| Q2 2018 | $2,100,000 | +17.8% | 28,551 | +10.7% | 1.02% | +11.5% |
| Q1 2018 | $1,783,000 | +13.9% | 25,795 | +15.0% | 0.91% | +19.6% |
| Q4 2017 | $1,565,000 | +53.6% | 22,435 | +48.3% | 0.76% | +48.1% |
| Q3 2017 | $1,019,000 | +35.5% | 15,125 | +28.6% | 0.52% | +44.1% |
| Q2 2017 | $752,000 | +66.0% | 11,759 | +63.3% | 0.36% | +43.8% |
| Q1 2017 | $453,000 | +17.1% | 7,199 | +14.4% | 0.25% | +23.3% |
| Q4 2016 | $387,000 | +36.3% | 6,294 | +27.7% | 0.20% | +32.0% |
| Q3 2016 | $284,000 | +19.3% | 4,929 | +12.0% | 0.15% | +15.9% |
| Q2 2016 | $238,000 | +14.4% | 4,402 | +10.3% | 0.13% | +21.1% |
| Q1 2016 | $208,000 | – | 3,992 | – | 0.11% | – |
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% |