SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 336 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,308,648 | -4.9% | 55,738 | +0.6% | 1.33% | -0.7% |
| Q2 2023 | $2,427,419 | +4.2% | 55,421 | -0.2% | 1.34% | +0.1% |
| Q1 2023 | $2,329,527 | +8.2% | 55,558 | +4.5% | 1.34% | +20.1% |
| Q4 2022 | $2,152,884 | +5.0% | 53,145 | -2.0% | 1.11% | -10.5% |
| Q3 2022 | $2,050,000 | -2.8% | 54,225 | +0.3% | 1.24% | +13.5% |
| Q2 2022 | $2,108,000 | -17.4% | 54,069 | +0.3% | 1.09% | -15.3% |
| Q1 2022 | $2,552,000 | -12.7% | 53,889 | +88.8% | 1.29% | -4.1% |
| Q4 2021 | $2,923,000 | +4.4% | 28,548 | +2.1% | 1.35% | -10.7% |
| Q3 2021 | $2,799,000 | -3.7% | 27,962 | +0.2% | 1.51% | -7.1% |
| Q2 2021 | $2,908,000 | +6.7% | 27,909 | +2.0% | 1.62% | -1.6% |
| Q1 2021 | $2,726,000 | +19.5% | 27,351 | +6.7% | 1.65% | +10.9% |
| Q4 2020 | $2,282,000 | +41.8% | 25,642 | +8.9% | 1.49% | +23.5% |
| Q3 2020 | $1,609,000 | +6.1% | 23,545 | +1.5% | 1.20% | -1.6% |
| Q2 2020 | $1,516,000 | +15.6% | 23,198 | -8.8% | 1.22% | -3.1% |
| Q1 2020 | $1,311,000 | -39.9% | 25,442 | -11.8% | 1.26% | -27.7% |
| Q4 2019 | $2,181,000 | +9.5% | 28,837 | +1.0% | 1.75% | +4.9% |
| Q3 2019 | $1,991,000 | +2.7% | 28,547 | +5.3% | 1.66% | -2.5% |
| Q2 2019 | $1,938,000 | +8.4% | 27,113 | +6.1% | 1.71% | +13.6% |
| Q1 2019 | $1,787,000 | -12.4% | 25,554 | -24.0% | 1.50% | -21.7% |
| Q4 2018 | $2,041,000 | +31.8% | 33,641 | +65.4% | 1.92% | +52.7% |
| Q3 2018 | $1,549,000 | +18.4% | 20,340 | +14.4% | 1.26% | +12.5% |
| Q2 2018 | $1,308,000 | +13.6% | 17,785 | +6.8% | 1.12% | +10.3% |
| Q1 2018 | $1,151,000 | +1.4% | 16,647 | +2.3% | 1.01% | +7.3% |
| Q4 2017 | $1,135,000 | +43.1% | 16,268 | +38.1% | 0.94% | +35.7% |
| Q3 2017 | $793,000 | +16.6% | 11,777 | +10.7% | 0.70% | +14.7% |
| Q2 2017 | $680,000 | +5.3% | 10,634 | +3.7% | 0.61% | +5.6% |
| Q1 2017 | $646,000 | +12.5% | 10,257 | +9.9% | 0.57% | +11.0% |
| Q4 2016 | $574,000 | -10.2% | 9,335 | -15.9% | 0.52% | -13.7% |
| Q3 2016 | $639,000 | +20.3% | 11,101 | +12.9% | 0.60% | +15.0% |
| Q2 2016 | $531,000 | +5.1% | 9,835 | +1.3% | 0.52% | +4.0% |
| Q1 2016 | $505,000 | -3.1% | 9,707 | -3.0% | 0.50% | +5.5% |
| Q4 2015 | $521,000 | -17.7% | 10,006 | -19.7% | 0.48% | -31.0% |
| Q3 2015 | $633,000 | +46.2% | 12,456 | +65.4% | 0.69% | +61.1% |
| Q2 2015 | $433,000 | +24.1% | 7,530 | +24.1% | 0.43% | +24.9% |
| Q1 2015 | $349,000 | +9.7% | 6,069 | +5.1% | 0.34% | +11.8% |
| Q4 2014 | $318,000 | – | 5,774 | – | 0.31% | – |
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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% |