SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,749 | -64.1% | 6,730 | -64.9% | 0.01% | -67.9% |
| Q4 2022 | $777,203 | +51.8% | 19,185 | +41.7% | 0.03% | +27.3% |
| Q3 2022 | $512,000 | -2.1% | 13,538 | +0.9% | 0.02% | +37.5% |
| Q2 2022 | $523,000 | +103.5% | 13,418 | +241.0% | 0.02% | -38.5% |
| Q2 2020 | $257,000 | +26.6% | 3,935 | 0.0% | 0.03% | +13.0% |
| Q1 2020 | $203,000 | -31.9% | 3,935 | 0.0% | 0.02% | -11.5% |
| Q4 2019 | $298,000 | – | 3,935 | – | 0.03% | – |
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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% |