SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $213,000 | +5.4% | 2,045 | +0.8% | 0.02% | 0.0% |
| Q1 2021 | $202,000 | -42.1% | 2,029 | -60.3% | 0.02% | -53.1% |
| Q3 2020 | $349,000 | -3.6% | 5,115 | -7.8% | 0.03% | -3.0% |
| Q2 2020 | $362,000 | -29.7% | 5,547 | -44.5% | 0.03% | -60.7% |
| Q1 2020 | $515,000 | -25.6% | 9,997 | +9.3% | 0.08% | -24.3% |
| Q4 2019 | $692,000 | +8.0% | 9,150 | -0.4% | 0.11% | +16.8% |
| Q3 2019 | $641,000 | -2.6% | 9,188 | -0.2% | 0.10% | -2.1% |
| Q2 2019 | $658,000 | +7.0% | 9,206 | +4.6% | 0.10% | +16.9% |
| Q1 2019 | $615,000 | +22.8% | 8,799 | +6.5% | 0.08% | +9.2% |
| Q4 2018 | $501,000 | +95.7% | 8,259 | +146.2% | 0.08% | +216.7% |
| Q3 2018 | $256,000 | +14.3% | 3,355 | +10.0% | 0.02% | -25.0% |
| Q2 2018 | $224,000 | -87.6% | 3,051 | -90.9% | 0.03% | -88.9% |
| Q2 2016 | $1,805,000 | +13.0% | 33,409 | +8.8% | 0.29% | +115.7% |
| Q1 2016 | $1,598,000 | +5.2% | 30,713 | +5.3% | 0.13% | -45.1% |
| Q4 2015 | $1,519,000 | -1.6% | 29,173 | -4.0% | 0.24% | 0.0% |
| Q3 2015 | $1,543,000 | -12.3% | 30,374 | -0.7% | 0.24% | -10.0% |
| Q2 2015 | $1,759,000 | -0.9% | 30,594 | -0.8% | 0.27% | -4.9% |
| Q1 2015 | $1,775,000 | +6.1% | 30,828 | +1.6% | 0.28% | -9.5% |
| Q4 2014 | $1,673,000 | – | 30,349 | – | 0.32% | – |
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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% |