SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,288,345 | +2.7% | 175,962 | +8.6% | 0.05% | -6.1% |
| Q2 2023 | $7,099,400 | +21.7% | 162,087 | +16.5% | 0.05% | +14.0% |
| Q1 2023 | $5,835,086 | +14.6% | 139,163 | +10.7% | 0.04% | +4.9% |
| Q4 2022 | $5,092,618 | -3.2% | 125,713 | -9.7% | 0.04% | -36.9% |
| Q3 2022 | $5,262,000 | +3.2% | 139,197 | +6.5% | 0.06% | 0.0% |
| Q2 2022 | $5,097,000 | -12.3% | 130,713 | +6.6% | 0.06% | -8.5% |
| Q1 2022 | $5,810,000 | -6.1% | 122,670 | +103.0% | 0.07% | -6.6% |
| Q4 2021 | $6,187,000 | +11.4% | 60,420 | +8.9% | 0.08% | +1.3% |
| Q3 2021 | $5,556,000 | +4.1% | 55,507 | +8.3% | 0.08% | 0.0% |
| Q2 2021 | $5,339,000 | +8.2% | 51,252 | +3.6% | 0.08% | -28.6% |
| Q1 2021 | $4,933,000 | +127.3% | 49,491 | +103.0% | 0.10% | +110.0% |
| Q4 2020 | $2,170,000 | +52.6% | 24,380 | +17.1% | 0.05% | +35.1% |
| Q3 2020 | $1,422,000 | +4.9% | 20,820 | +0.4% | 0.04% | +2.8% |
| Q2 2020 | $1,355,000 | +51.6% | 20,741 | +19.5% | 0.04% | +20.0% |
| Q1 2020 | $894,000 | -41.9% | 17,351 | -14.7% | 0.03% | -26.8% |
| Q4 2019 | $1,539,000 | -5.5% | 20,346 | -13.0% | 0.04% | -16.3% |
| Q3 2019 | $1,629,000 | +11.9% | 23,389 | +15.2% | 0.05% | +8.9% |
| Q2 2019 | $1,456,000 | +15.8% | 20,297 | +12.7% | 0.04% | +9.8% |
| Q1 2019 | $1,257,000 | +30.3% | 18,002 | +13.9% | 0.04% | +10.8% |
| Q4 2018 | $965,000 | -20.1% | 15,800 | -0.1% | 0.04% | -11.9% |
| Q3 2018 | $1,208,000 | +26.1% | 15,823 | +22.0% | 0.04% | -12.5% |
| Q2 2018 | $958,000 | +1.5% | 12,974 | -5.0% | 0.05% | +14.3% |
| Q1 2018 | $944,000 | +102.1% | 13,655 | +104.6% | 0.04% | +110.0% |
| Q4 2017 | $467,000 | +6.1% | 6,673 | +2.0% | 0.02% | 0.0% |
| Q3 2017 | $440,000 | +11.4% | 6,540 | +5.8% | 0.02% | +5.3% |
| Q2 2017 | $395,000 | +3.9% | 6,179 | +2.8% | 0.02% | +5.6% |
| Q1 2017 | $380,000 | +38.7% | 6,011 | +35.4% | 0.02% | +28.6% |
| Q4 2016 | $274,000 | -12.7% | 4,441 | -18.6% | 0.01% | +16.7% |
| Q3 2016 | $314,000 | +44.7% | 5,457 | +35.1% | 0.01% | -7.7% |
| Q2 2016 | $217,000 | -39.2% | 4,040 | -41.1% | 0.01% | -40.9% |
| Q1 2016 | $357,000 | +29.3% | 6,861 | +29.4% | 0.02% | +22.2% |
| Q4 2015 | $276,000 | +10.8% | 5,301 | +7.4% | 0.02% | +5.9% |
| Q3 2015 | $249,000 | – | 4,934 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 201,177 | $20,601,000 | 13.24% |
| Strategic Financial Planning, Inc. | 163,200 | $16,712,000 | 12.01% |
| Financial Advisors, LLC | 364,323 | $37,307,000 | 11.37% |
| COLUMBIA ADVISORY PARTNERS LLC | 98,678 | $10,105,000 | 10.07% |
| FIDELIS iM, LLC | 165,544 | $16,952,000 | 9.68% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 225,880 | $23,130,000 | 9.50% |
| Mokosak Advisory Group, LLC | 205,964 | $21,092,000 | 8.09% |
| Ascension Capital Advisors, Inc. | 115,174 | $11,794,000 | 7.73% |
| Scarborough Advisors, LLC | 210,617 | $21,567,000 | 7.41% |
| Charles Schwab Investment Advisory, Inc. | 44,633,989 | $4,570,520,000 | 7.17% |