SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 217 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $677,000 | -4.2% | 6,764 | -0.4% | 0.12% | -4.1% |
| Q2 2021 | $707,000 | -3.2% | 6,790 | -7.3% | 0.12% | -6.8% |
| Q1 2021 | $730,000 | +7.4% | 7,328 | -4.0% | 0.13% | +10.9% |
| Q4 2020 | $680,000 | +30.0% | 7,635 | -0.3% | 0.12% | +22.7% |
| Q3 2020 | $523,000 | -3.7% | 7,655 | -7.9% | 0.10% | -4.0% |
| Q2 2020 | $543,000 | +11.0% | 8,310 | -12.4% | 0.10% | +4.1% |
| Q1 2020 | $489,000 | -32.0% | 9,489 | -0.2% | 0.10% | -18.5% |
| Q4 2019 | $719,000 | +5.0% | 9,504 | -3.2% | 0.12% | -0.8% |
| Q3 2019 | $685,000 | -4.6% | 9,820 | -2.2% | 0.12% | -3.2% |
| Q2 2019 | $718,000 | +2.0% | 10,038 | -0.4% | 0.12% | -0.8% |
| Q1 2019 | $704,000 | +21.2% | 10,074 | +5.3% | 0.12% | +14.7% |
| Q4 2018 | $581,000 | -9.8% | 9,570 | +13.3% | 0.11% | -4.4% |
| Q3 2018 | $644,000 | -0.2% | 8,450 | -3.6% | 0.11% | -8.1% |
| Q2 2018 | $645,000 | -22.7% | 8,770 | -27.3% | 0.12% | -24.8% |
| Q1 2018 | $834,000 | -17.5% | 12,070 | -16.7% | 0.16% | -13.2% |
| Q4 2017 | $1,011,000 | -12.9% | 14,494 | -15.9% | 0.19% | -15.6% |
| Q3 2017 | $1,161,000 | -0.8% | 17,239 | -5.8% | 0.22% | -5.9% |
| Q2 2017 | $1,170,000 | -4.3% | 18,306 | -5.7% | 0.24% | -10.5% |
| Q1 2017 | $1,223,000 | -2.5% | 19,416 | -4.9% | 0.27% | -9.8% |
| Q4 2016 | $1,255,000 | -5.6% | 20,410 | -11.7% | 0.30% | -11.1% |
| Q3 2016 | $1,330,000 | -26.7% | 23,116 | -31.2% | 0.33% | -32.9% |
| Q2 2016 | $1,815,000 | -0.1% | 33,588 | -3.8% | 0.50% | -19.9% |
| Q1 2016 | $1,816,000 | -8.6% | 34,903 | -8.5% | 0.62% | -42.3% |
| Q4 2015 | $1,986,000 | -7.0% | 38,125 | -9.4% | 1.07% | +7.1% |
| Q3 2015 | $2,136,000 | -14.9% | 42,063 | -3.7% | 1.00% | -9.0% |
| Q2 2015 | $2,510,000 | -8.8% | 43,665 | -8.7% | 1.10% | -6.1% |
| Q1 2015 | $2,753,000 | -2.1% | 47,808 | -6.3% | 1.17% | -3.1% |
| Q4 2014 | $2,813,000 | +19.2% | 51,027 | +11.2% | 1.21% | +7.6% |
| Q3 2014 | $2,359,000 | +15.6% | 45,889 | +23.3% | 1.12% | +15.3% |
| Q2 2014 | $2,040,000 | +68.0% | 37,216 | +64.3% | 0.98% | +63.8% |
| Q1 2014 | $1,214,000 | +186.3% | 22,648 | +180.7% | 0.60% | +186.5% |
| Q4 2013 | $424,000 | – | 8,069 | – | 0.21% | – |
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% |