SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $280,000 | -39.4% | 2,735 | -40.7% | 0.17% | -42.1% |
| Q3 2021 | $462,000 | -61.0% | 4,615 | -61.2% | 0.29% | -63.6% |
| Q2 2021 | $1,185,000 | +32.3% | 11,891 | -5.1% | 0.80% | -6.2% |
| Q2 2019 | $896,000 | +148.2% | 12,532 | +142.7% | 0.86% | +129.5% |
| Q1 2019 | $361,000 | -80.4% | 5,163 | -83.0% | 0.37% | -84.2% |
| Q4 2018 | $1,846,000 | +591.4% | 30,425 | +686.8% | 2.36% | +937.4% |
| Q1 2018 | $267,000 | -92.2% | 3,867 | -92.1% | 0.23% | -92.3% |
| Q4 2017 | $3,431,000 | – | 49,199 | – | 2.96% | – |
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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% |