SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is 1.78 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,263,000 | -6.5% | 26,683 | +102.3% | 0.05% | +3.9% |
| Q4 2021 | $1,351,000 | +51.8% | 13,191 | +48.3% | 0.05% | +24.4% |
| Q3 2021 | $890,000 | +1.7% | 8,895 | +5.8% | 0.04% | +2.5% |
| Q2 2021 | $875,000 | +4.9% | 8,404 | +0.4% | 0.04% | -2.4% |
| Q1 2021 | $834,000 | +116.1% | 8,368 | +88.5% | 0.04% | +272.7% |
| Q4 2020 | $386,000 | +1145.2% | 4,440 | +882.3% | 0.01% | +450.0% |
| Q3 2020 | $31,000 | +6.9% | 452 | +0.2% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +26.1% | 451 | +0.2% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -98.3% | 450 | -97.5% | 0.00% | -95.2% |
| Q4 2019 | $1,330,000 | +109.1% | 18,291 | +100.6% | 0.04% | 0.0% |
| Q3 2019 | $636,000 | +2.3% | 9,120 | +4.8% | 0.04% | +2.4% |
| Q2 2019 | $622,000 | +2.3% | 8,699 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $608,000 | +65.7% | 8,699 | +44.0% | 0.04% | +46.4% |
| Q4 2018 | $367,000 | -23.4% | 6,041 | -4.0% | 0.03% | -9.7% |
| Q3 2018 | $479,000 | +6.4% | 6,290 | +2.9% | 0.03% | 0.0% |
| Q2 2018 | $450,000 | +6.4% | 6,115 | 0.0% | 0.03% | +3.3% |
| Q1 2018 | $423,000 | -0.7% | 6,115 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $426,000 | +1.4% | 6,115 | -2.0% | 0.03% | -3.2% |
| Q3 2017 | $420,000 | +17.6% | 6,240 | +11.6% | 0.03% | +14.8% |
| Q2 2017 | $357,000 | +5.6% | 5,590 | +4.2% | 0.03% | 0.0% |
| Q1 2017 | $338,000 | +5.3% | 5,365 | +2.9% | 0.03% | 0.0% |
| Q4 2016 | $321,000 | +11.1% | 5,215 | +4.0% | 0.03% | +12.5% |
| Q3 2016 | $289,000 | +26.2% | 5,015 | +18.4% | 0.02% | +20.0% |
| Q2 2016 | $229,000 | +4.1% | 4,235 | 0.0% | 0.02% | +5.3% |
| Q1 2016 | $220,000 | -0.5% | 4,235 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $221,000 | +8.9% | 4,235 | +5.7% | 0.02% | +5.6% |
| Q3 2015 | $203,000 | -11.7% | 4,006 | 0.0% | 0.02% | -5.3% |
| Q2 2015 | $230,000 | -0.4% | 4,006 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $231,000 | +4.5% | 4,006 | 0.0% | 0.02% | +11.8% |
| Q4 2014 | $221,000 | +7.8% | 4,006 | +0.5% | 0.02% | 0.0% |
| Q3 2014 | $205,000 | -6.0% | 3,986 | 0.0% | 0.02% | -5.6% |
| Q2 2014 | $218,000 | +1.9% | 3,986 | 0.0% | 0.02% | -5.3% |
| Q1 2014 | $214,000 | +8.6% | 3,986 | +6.0% | 0.02% | +11.8% |
| Q4 2013 | $197,000 | +8.8% | 3,761 | 0.0% | 0.02% | -5.6% |
| Q3 2013 | $181,000 | +9.7% | 3,761 | 0.0% | 0.02% | +5.9% |
| Q2 2013 | $165,000 | – | 3,761 | – | 0.02% | – |
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% |