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 | $969,595 | +221.6% | 23,409 | +240.0% | 0.05% | +225.0% |
| Q2 2023 | $301,525 | +4.5% | 6,884 | +0.0% | 0.02% | 0.0% |
| Q1 2023 | $288,593 | +3.6% | 6,883 | +0.1% | 0.02% | 0.0% |
| Q4 2022 | $278,609 | +6.3% | 6,878 | -0.9% | 0.02% | -5.9% |
| Q3 2022 | $262,000 | -3.0% | 6,940 | +0.0% | 0.02% | 0.0% |
| Q2 2022 | $270,000 | -17.7% | 6,937 | +0.1% | 0.02% | -19.0% |
| Q1 2022 | $328,000 | -7.6% | 6,933 | +100.2% | 0.02% | -8.7% |
| Q4 2021 | $355,000 | -0.6% | 3,463 | -3.0% | 0.02% | -8.0% |
| Q3 2021 | $357,000 | +22.7% | 3,571 | -7.2% | 0.02% | -71.9% |
| Q4 2019 | $291,000 | +9.0% | 3,850 | +0.4% | 0.09% | -12.7% |
| Q3 2019 | $267,000 | – | 3,835 | – | 0.10% | – |
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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% |