SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $854,000 | +50.9% | 11,836 | +36.2% | 0.26% | +36.3% |
| Q4 2018 | $566,000 | -5.8% | 8,692 | +10.1% | 0.19% | -0.5% |
| Q3 2018 | $601,000 | +2.6% | 7,894 | +1.5% | 0.19% | -1.5% |
| Q2 2018 | $586,000 | +11.2% | 7,778 | +4.7% | 0.19% | +9.0% |
| Q1 2018 | $527,000 | -14.7% | 7,429 | -12.9% | 0.18% | -14.0% |
| Q4 2017 | $618,000 | +7.7% | 8,534 | +0.1% | 0.21% | +1.5% |
| Q3 2017 | $574,000 | -9.7% | 8,525 | -13.2% | 0.20% | -13.9% |
| Q2 2017 | $636,000 | +6.0% | 9,823 | +3.2% | 0.24% | +0.9% |
| Q1 2017 | $600,000 | -61.6% | 9,519 | -62.5% | 0.24% | -64.6% |
| Q4 2016 | $1,561,000 | -2.6% | 25,395 | -8.8% | 0.66% | -3.2% |
| Q3 2016 | $1,603,000 | +9.8% | 27,856 | +3.1% | 0.68% | +2.9% |
| Q2 2016 | $1,460,000 | +90.4% | 27,020 | +83.3% | 0.67% | +83.5% |
| Q1 2016 | $767,000 | +7.3% | 14,737 | +7.4% | 0.36% | +5.5% |
| Q4 2015 | $715,000 | -2.3% | 13,721 | -4.8% | 0.34% | 0.0% |
| Q3 2015 | $732,000 | +176.2% | 14,410 | +213.2% | 0.34% | +179.7% |
| Q2 2015 | $265,000 | -4.3% | 4,601 | -4.3% | 0.12% | -6.8% |
| Q1 2015 | $277,000 | +4.5% | 4,808 | -1.9% | 0.13% | 0.0% |
| Q4 2014 | $265,000 | +14.2% | 4,900 | +5.4% | 0.13% | +8.2% |
| Q3 2014 | $232,000 | -9.4% | 4,647 | -0.5% | 0.12% | -9.0% |
| Q2 2014 | $256,000 | +14.3% | 4,671 | +11.7% | 0.13% | +13.6% |
| Q1 2014 | $224,000 | -69.4% | 4,183 | -70.0% | 0.12% | -70.8% |
| Q4 2013 | $732,000 | +12.6% | 13,942 | +3.4% | 0.40% | +7.7% |
| Q3 2013 | $650,000 | +9.1% | 13,488 | +3.8% | 0.38% | +5.3% |
| Q2 2013 | $596,000 | – | 12,989 | – | 0.36% | – |
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% |