SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,355,000 | -4.9% | 115,201 | -1.9% | 0.55% | -5.8% |
| Q2 2022 | $4,578,000 | -19.3% | 117,422 | -1.9% | 0.58% | -19.3% |
| Q1 2022 | $5,672,000 | -10.1% | 119,753 | +94.4% | 0.72% | -5.1% |
| Q4 2021 | $6,307,000 | +0.4% | 61,596 | -1.9% | 0.76% | -2.2% |
| Q3 2021 | $6,285,000 | -12.4% | 62,789 | -10.5% | 0.78% | -6.7% |
| Q2 2021 | $7,172,000 | -3.0% | 70,165 | -5.4% | 0.84% | -6.8% |
| Q1 2021 | $7,391,000 | +11.7% | 74,152 | -0.3% | 0.90% | +3.5% |
| Q4 2020 | $6,616,000 | +21.0% | 74,342 | -7.1% | 0.87% | +14.1% |
| Q3 2020 | $5,466,000 | -0.1% | 80,003 | -4.5% | 0.76% | -2.7% |
| Q2 2020 | $5,471,000 | +424.5% | 83,733 | +313.8% | 0.78% | +362.1% |
| Q1 2020 | $1,043,000 | +38.1% | 20,237 | +102.8% | 0.17% | +67.3% |
| Q4 2019 | $755,000 | +0.3% | 9,980 | -7.6% | 0.10% | -6.5% |
| Q3 2019 | $753,000 | -74.1% | 10,796 | -73.5% | 0.11% | -73.4% |
| Q2 2019 | $2,907,000 | +42.0% | 40,663 | +38.9% | 0.41% | +40.5% |
| Q1 2019 | $2,047,000 | +4.0% | 29,271 | -9.8% | 0.29% | -4.0% |
| Q4 2018 | $1,969,000 | +113.3% | 32,454 | +164.6% | 0.30% | +135.2% |
| Q3 2018 | $923,000 | +1.8% | 12,267 | -0.5% | 0.13% | +3.2% |
| Q2 2018 | $907,000 | -58.9% | 12,327 | -61.4% | 0.12% | -58.8% |
| Q1 2018 | $2,209,000 | -11.7% | 31,948 | -11.0% | 0.30% | -7.1% |
| Q4 2017 | $2,503,000 | +3.5% | 35,895 | 0.0% | 0.32% | -0.6% |
| Q3 2017 | $2,418,000 | +5.1% | 35,895 | -0.3% | 0.33% | +2.5% |
| Q2 2017 | $2,300,000 | +1.5% | 35,989 | 0.0% | 0.32% | 0.0% |
| Q1 2017 | $2,267,000 | +2.4% | 35,989 | 0.0% | 0.32% | +0.6% |
| Q4 2016 | $2,213,000 | -0.4% | 35,989 | -6.7% | 0.32% | -3.1% |
| Q3 2016 | $2,221,000 | +6.5% | 38,584 | 0.0% | 0.33% | +2.5% |
| Q2 2016 | $2,085,000 | +15.3% | 38,584 | +11.0% | 0.32% | +12.4% |
| Q1 2016 | $1,809,000 | +180.0% | 34,770 | +180.5% | 0.28% | +174.8% |
| Q4 2015 | $646,000 | – | 12,396 | – | 0.10% | – |
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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% |