SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $993,791 | -5.4% | 23,993 | 0.0% | 0.12% | -2.4% |
| Q2 2023 | $1,050,894 | +3.5% | 23,993 | -0.9% | 0.12% | -3.1% |
| Q1 2023 | $1,015,000 | +3.3% | 24,207 | -0.2% | 0.13% | +1.6% |
| Q4 2022 | $982,935 | +6.6% | 24,264 | -0.6% | 0.12% | -1.6% |
| Q3 2022 | $922,000 | -2.5% | 24,401 | +0.6% | 0.13% | +3.3% |
| Q2 2022 | $946,000 | -14.2% | 24,253 | +4.1% | 0.12% | -3.1% |
| Q1 2022 | $1,103,000 | -5.2% | 23,298 | +104.9% | 0.13% | -5.9% |
| Q4 2021 | $1,164,000 | +1.4% | 11,368 | -0.9% | 0.14% | -10.6% |
| Q3 2021 | $1,148,000 | -3.9% | 11,469 | +0.0% | 0.15% | -9.0% |
| Q2 2021 | $1,195,000 | +13.6% | 11,468 | +8.6% | 0.17% | +3.8% |
| Q1 2021 | $1,052,000 | +16.5% | 10,556 | +4.0% | 0.16% | +4.6% |
| Q4 2020 | $903,000 | +32.0% | 10,148 | +1.4% | 0.15% | +15.0% |
| Q3 2020 | $684,000 | +4.6% | 10,012 | -0.0% | 0.13% | -5.7% |
| Q2 2020 | $654,000 | +31.6% | 10,015 | +3.8% | 0.14% | +8.5% |
| Q1 2020 | $497,000 | -17.9% | 9,650 | +20.6% | 0.13% | +2.4% |
| Q4 2019 | $605,000 | +25.0% | 8,001 | +15.2% | 0.13% | +12.4% |
| Q3 2019 | $484,000 | +4.5% | 6,948 | +7.2% | 0.11% | 0.0% |
| Q2 2019 | $463,000 | +27.9% | 6,481 | +25.1% | 0.11% | +21.5% |
| Q1 2019 | $362,000 | +36.1% | 5,181 | +26.5% | 0.09% | +22.4% |
| Q4 2018 | $266,000 | -45.7% | 4,096 | -37.4% | 0.08% | +13.4% |
| Q3 2018 | $490,000 | +114.0% | 6,539 | +110.1% | 0.07% | +3.1% |
| Q2 2018 | $229,000 | – | 3,113 | – | 0.06% | – |
Download | ||||||
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% |