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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $395,000 | -12.2% | 8,350 | +90.2% | 0.03% | -15.4% |
| Q4 2021 | $450,000 | -1.1% | 4,391 | -3.4% | 0.04% | -18.8% |
| Q3 2021 | $455,000 | -1.7% | 4,545 | +2.3% | 0.05% | -26.2% |
| Q2 2021 | $463,000 | +3.3% | 4,442 | -1.1% | 0.06% | -15.6% |
| Q1 2021 | $448,000 | +2.8% | 4,493 | -3.1% | 0.08% | -3.8% |
| Q4 2020 | $436,000 | +38.9% | 4,638 | +1.0% | 0.08% | +17.6% |
| Q3 2020 | $314,000 | +3.6% | 4,590 | -1.5% | 0.07% | 0.0% |
| Q2 2020 | $303,000 | +15.6% | 4,659 | -1.4% | 0.07% | +1.5% |
| Q1 2020 | $262,000 | -31.4% | 4,723 | -6.4% | 0.07% | -17.3% |
| Q4 2019 | $382,000 | +33.6% | 5,044 | +22.8% | 0.08% | +17.4% |
| Q3 2019 | $286,000 | -4.7% | 4,108 | +4.4% | 0.07% | -11.5% |
| Q3 2018 | $300,000 | +9.1% | 3,935 | +5.2% | 0.08% | +4.0% |
| Q2 2018 | $275,000 | +6.2% | 3,742 | 0.0% | 0.08% | +4.2% |
| Q1 2018 | $259,000 | 0.0% | 3,742 | +0.9% | 0.07% | +4.3% |
| Q4 2017 | $259,000 | +2.0% | 3,708 | -1.7% | 0.07% | -8.0% |
| Q3 2017 | $254,000 | +6.3% | 3,773 | +1.0% | 0.08% | +4.2% |
| Q2 2017 | $239,000 | – | 3,735 | – | 0.07% | – |
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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% |