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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $19,325,000 | -31.5% | 375,105 | +0.6% | 8.52% | -18.0% |
| Q4 2019 | $28,211,000 | +3.1% | 372,968 | -5.0% | 10.40% | +2.8% |
| Q3 2019 | $27,363,000 | -0.6% | 392,411 | +1.9% | 10.12% | -2.6% |
| Q2 2019 | $27,528,000 | +2.0% | 385,111 | -0.2% | 10.39% | -2.2% |
| Q1 2019 | $26,995,000 | +18.4% | 386,033 | +2.7% | 10.62% | -0.5% |
| Q4 2018 | $22,798,000 | -27.3% | 375,703 | -8.7% | 10.67% | -15.2% |
| Q3 2018 | $31,342,000 | +3.6% | 411,473 | +0.1% | 12.58% | +2.2% |
| Q2 2018 | $30,244,000 | +8.6% | 411,096 | +2.0% | 12.31% | +3.3% |
| Q1 2018 | $27,855,000 | -0.3% | 402,931 | +0.6% | 11.92% | -9.6% |
| Q4 2017 | $27,943,000 | +2.6% | 400,678 | -0.9% | 13.18% | +1.9% |
| Q3 2017 | $27,228,000 | +7.9% | 404,151 | +2.3% | 12.93% | +3.7% |
| Q2 2017 | $25,240,000 | +6322.4% | 394,926 | +6220.8% | 12.47% | +4452.6% |
| Q1 2017 | $393,000 | +37.4% | 6,248 | +34.3% | 0.27% | +39.8% |
| Q4 2016 | $286,000 | +40.9% | 4,654 | +31.8% | 0.20% | +33.3% |
| Q3 2016 | $203,000 | – | 3,531 | – | 0.15% | – |
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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% |