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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,967,000 | -4.1% | 43,429 | -8.3% | 0.10% | -12.3% |
| Q2 2020 | $3,095,000 | +19.4% | 47,368 | -5.9% | 0.11% | +2.7% |
| Q1 2020 | $2,592,000 | -28.7% | 50,312 | +4.9% | 0.11% | -9.8% |
| Q4 2019 | $3,637,000 | -0.0% | 47,978 | -8.2% | 0.12% | -4.7% |
| Q3 2019 | $3,638,000 | -55.3% | 52,249 | -54.1% | 0.13% | -54.1% |
| Q2 2019 | $8,142,000 | +41.6% | 113,911 | +38.2% | 0.28% | +42.6% |
| Q1 2019 | $5,749,000 | +25.3% | 82,398 | +8.9% | 0.20% | +8.8% |
| Q4 2018 | $4,590,000 | -38.0% | 75,643 | -22.3% | 0.18% | -28.7% |
| Q3 2018 | $7,409,000 | -32.4% | 97,381 | -34.6% | 0.25% | -38.5% |
| Q2 2018 | $10,965,000 | +2668.9% | 148,925 | +2489.5% | 0.41% | +2653.3% |
| Q1 2018 | $396,000 | -33.1% | 5,751 | -32.2% | 0.02% | -37.5% |
| Q4 2017 | $592,000 | +95.4% | 8,486 | +87.8% | 0.02% | +84.6% |
| Q3 2017 | $303,000 | -1.0% | 4,518 | -5.2% | 0.01% | -7.1% |
| Q2 2017 | $306,000 | -53.7% | 4,766 | -54.5% | 0.01% | -58.8% |
| Q1 2017 | $661,000 | -10.9% | 10,475 | -13.2% | 0.03% | -8.1% |
| Q4 2016 | $742,000 | +86.0% | 12,065 | +74.1% | 0.04% | +76.2% |
| Q3 2016 | $399,000 | +60.2% | 6,930 | +45.0% | 0.02% | +50.0% |
| Q1 2016 | $249,000 | -22.7% | 4,778 | -23.6% | 0.01% | -17.6% |
| Q4 2015 | $322,000 | -67.2% | 6,255 | -67.7% | 0.02% | -68.5% |
| Q3 2015 | $982,000 | +4.6% | 19,355 | +18.7% | 0.05% | +28.6% |
| Q2 2015 | $939,000 | -8.4% | 16,311 | -8.7% | 0.04% | -38.2% |
| Q1 2015 | $1,025,000 | +213.5% | 17,868 | +200.7% | 0.07% | +183.3% |
| Q4 2014 | $327,000 | +1.2% | 5,942 | -4.3% | 0.02% | -7.7% |
| Q3 2014 | $323,000 | +56.8% | 6,210 | +65.2% | 0.03% | +73.3% |
| Q2 2014 | $206,000 | -72.6% | 3,758 | -73.1% | 0.02% | -73.2% |
| Q1 2014 | $751,000 | -14.2% | 13,970 | -16.2% | 0.06% | -20.0% |
| Q4 2013 | $875,000 | -58.9% | 16,667 | -62.2% | 0.07% | -43.5% |
| Q3 2013 | $2,130,000 | – | 44,080 | – | 0.12% | – |
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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% |