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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,000 | -94.1% | 24 | -89.4% | 0.00% | -100.0% |
| Q3 2018 | $17,000 | +142.9% | 227 | +127.0% | 0.01% | +175.0% |
| Q2 2018 | $7,000 | -95.7% | 100 | -95.7% | 0.00% | -95.5% |
| Q1 2018 | $163,000 | +279.1% | 2,351 | +284.8% | 0.09% | +214.3% |
| Q4 2017 | $43,000 | +26.5% | 611 | +20.3% | 0.03% | +27.3% |
| Q3 2017 | $34,000 | +6.2% | 508 | +0.4% | 0.02% | 0.0% |
| Q2 2017 | $32,000 | -8.6% | 506 | -8.8% | 0.02% | -15.4% |
| Q1 2017 | $35,000 | +52.2% | 555 | +47.6% | 0.03% | 0.0% |
| Q4 2016 | $23,000 | 0.0% | 376 | -4.1% | 0.03% | +23.8% |
| Q3 2016 | $23,000 | +15.0% | 392 | +5.1% | 0.02% | +16.7% |
| Q2 2016 | $20,000 | +17.6% | 373 | +20.3% | 0.02% | +5.9% |
| Q1 2016 | $17,000 | +54.5% | 310 | +55.0% | 0.02% | +70.0% |
| Q3 2015 | $11,000 | +120.0% | 200 | +124.7% | 0.01% | +150.0% |
| Q2 2015 | $5,000 | +25.0% | 89 | +18.7% | 0.00% | -20.0% |
| Q1 2015 | $4,000 | +33.3% | 75 | +21.0% | 0.01% | +66.7% |
| Q4 2014 | $3,000 | – | 62 | – | 0.00% | – |
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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% |