SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $134,000 | -26.4% | 2,938 | +65.2% | 0.02% | -22.7% |
| Q4 2021 | $182,000 | +15.9% | 1,778 | +13.6% | 0.02% | +10.0% |
| Q3 2021 | $157,000 | +2.6% | 1,565 | +6.5% | 0.02% | 0.0% |
| Q2 2021 | $153,000 | -1.3% | 1,469 | -5.8% | 0.02% | -4.8% |
| Q1 2021 | $155,000 | +474.1% | 1,559 | +421.4% | 0.02% | +425.0% |
| Q4 2020 | $27,000 | +35.0% | 299 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $20,000 | -31.0% | 299 | -33.0% | 0.00% | -40.0% |
| Q2 2020 | $29,000 | – | 446 | +14766.7% | 0.01% | – |
| Q1 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 3 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |