SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,708,762 | -7.1% | 210,255 | -1.7% | 4.97% | -2.4% |
| Q2 2023 | $9,372,236 | +11.8% | 213,978 | +7.1% | 5.09% | +4.6% |
| Q1 2023 | $8,380,172 | +8.0% | 199,861 | +4.4% | 4.87% | +5.2% |
| Q4 2022 | $7,756,369 | +8.6% | 191,468 | +1.3% | 4.63% | -1.4% |
| Q3 2022 | $7,145,000 | +0.0% | 189,030 | +3.2% | 4.69% | +3.3% |
| Q2 2022 | $7,142,000 | -18.1% | 183,176 | -0.5% | 4.54% | -2.1% |
| Q1 2022 | $8,717,000 | -6.8% | 184,051 | +101.5% | 4.64% | -2.6% |
| Q4 2021 | $9,354,000 | +2.9% | 91,346 | +0.6% | 4.76% | -4.8% |
| Q3 2021 | $9,088,000 | -2.0% | 90,791 | +2.0% | 5.00% | -0.7% |
| Q2 2021 | $9,277,000 | +4.8% | 89,046 | +0.3% | 5.04% | -1.1% |
| Q1 2021 | $8,849,000 | +7.1% | 88,786 | -4.3% | 5.09% | -0.1% |
| Q4 2020 | $8,261,000 | +22.0% | 92,819 | -6.3% | 5.10% | +11.6% |
| Q3 2020 | $6,771,000 | +7.6% | 99,104 | +2.9% | 4.57% | -1.1% |
| Q2 2020 | $6,291,000 | +42.8% | 96,287 | +12.6% | 4.62% | +16.9% |
| Q1 2020 | $4,407,000 | -52.3% | 85,546 | -29.9% | 3.95% | -38.4% |
| Q4 2019 | $9,236,000 | +11.1% | 122,102 | +2.4% | 6.41% | +3.5% |
| Q3 2019 | $8,314,000 | -0.4% | 119,226 | +2.1% | 6.19% | -0.2% |
| Q2 2019 | $8,349,000 | +6.4% | 116,808 | +4.1% | 6.21% | +2.3% |
| Q1 2019 | $7,849,000 | +25.2% | 112,234 | +8.7% | 6.07% | +9.1% |
| Q4 2018 | $6,267,000 | -19.3% | 103,279 | +1.3% | 5.56% | -4.3% |
| Q3 2018 | $7,768,000 | +4.6% | 101,976 | +1.0% | 5.81% | +6.4% |
| Q2 2018 | $7,427,000 | +7.1% | 100,955 | +0.7% | 5.46% | +4.2% |
| Q1 2018 | $6,932,000 | -1.3% | 100,275 | -0.4% | 5.24% | +1.4% |
| Q4 2017 | $7,021,000 | +6.2% | 100,669 | +2.6% | 5.17% | +6.6% |
| Q3 2017 | $6,612,000 | +4.1% | 98,147 | -1.2% | 4.85% | +1.5% |
| Q2 2017 | $6,350,000 | +10.3% | 99,354 | +8.7% | 4.78% | +4.7% |
| Q1 2017 | $5,758,000 | +14.8% | 91,420 | +12.0% | 4.56% | +10.1% |
| Q4 2016 | $5,017,000 | +13.0% | 81,610 | +5.8% | 4.14% | +11.4% |
| Q3 2016 | $4,439,000 | +163.6% | 77,141 | +147.4% | 3.72% | +389.9% |
| Q2 2016 | $1,684,000 | +224.5% | 31,182 | +212.7% | 0.76% | +65.0% |
| Q1 2016 | $519,000 | +40.3% | 9,973 | +40.5% | 0.46% | +38.1% |
| Q4 2015 | $370,000 | +23.7% | 7,100 | +20.8% | 0.33% | +18.5% |
| Q3 2015 | $299,000 | +51.0% | 5,878 | +71.0% | 0.28% | +65.3% |
| Q2 2015 | $198,000 | – | 3,437 | – | 0.17% | – |
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% |