SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,357,000 | -44.5% | 22,654 | -36.8% | 0.80% | -16.7% |
| Q4 2020 | $2,443,000 | +54.8% | 35,828 | +55.1% | 0.95% | +36.9% |
| Q3 2020 | $1,578,000 | +1.8% | 23,103 | -2.6% | 0.70% | -6.1% |
| Q2 2020 | $1,550,000 | +16.9% | 23,720 | -7.8% | 0.74% | +1.1% |
| Q1 2020 | $1,326,000 | +48.0% | 25,739 | +117.3% | 0.73% | +66.4% |
| Q4 2019 | $896,000 | +8.9% | 11,846 | +0.3% | 0.44% | +2.6% |
| Q3 2019 | $823,000 | -15.7% | 11,813 | -13.5% | 0.43% | -12.6% |
| Q2 2019 | $976,000 | -21.8% | 13,650 | -23.5% | 0.49% | -23.6% |
| Q1 2019 | $1,248,000 | -90.1% | 17,846 | -13.7% | 0.64% | -6.3% |
| Q4 2018 | $12,546,000 | – | 20,675 | – | 0.69% | – |
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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% |