SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,663 | -19.1% | 354 | -14.5% | 0.00% | 0.0% |
| Q2 2023 | $18,133 | -46.7% | 414 | -49.0% | 0.00% | 0.0% |
| Q1 2023 | $34,047 | -1.8% | 812 | -5.1% | 0.00% | 0.0% |
| Q4 2022 | $34,676 | +8.4% | 856 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $32,000 | -22.0% | 856 | -18.8% | 0.00% | 0.0% |
| Q2 2022 | $41,000 | +105.0% | 1,054 | +154.6% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | -58.3% | 414 | -12.5% | 0.00% | 0.0% |
| Q4 2021 | $48,000 | -5.9% | 473 | -8.5% | 0.00% | -50.0% |
| Q3 2021 | $51,000 | -42.7% | 517 | -39.8% | 0.00% | -60.0% |
| Q2 2021 | $89,000 | +4.7% | 859 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $85,000 | +30.8% | 859 | +17.2% | 0.01% | +25.0% |
| Q4 2020 | $65,000 | +182.6% | 733 | +116.2% | 0.00% | +100.0% |
| Q3 2020 | $23,000 | +4.5% | 339 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $22,000 | -21.4% | 339 | -38.3% | 0.00% | -33.3% |
| Q1 2020 | $28,000 | -46.2% | 549 | -20.9% | 0.00% | -25.0% |
| Q4 2019 | $52,000 | -17.5% | 694 | -23.2% | 0.00% | -20.0% |
| Q3 2019 | $63,000 | -26.7% | 904 | -25.0% | 0.01% | -28.6% |
| Q2 2019 | $86,000 | +196.6% | 1,205 | +190.4% | 0.01% | +250.0% |
| Q1 2019 | $29,000 | +31.8% | 415 | +12.5% | 0.00% | 0.0% |
| Q4 2018 | $22,000 | +144.4% | 369 | +186.0% | 0.00% | +100.0% |
| Q3 2018 | $9,000 | – | 129 | – | 0.00% | – |
| Q2 2017 | $0 | – | 0 | – | 0.00% | – |
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% |