SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,027,052 | +5.7% | 121,368 | +11.8% | 0.70% | +1.8% |
| Q2 2023 | $4,755,645 | +13.9% | 108,576 | +6.9% | 0.68% | +1.9% |
| Q1 2023 | $4,175,048 | +8.0% | 101,558 | +6.4% | 0.67% | -11.1% |
| Q4 2022 | $3,866,617 | +7.9% | 95,448 | +0.7% | 0.76% | -0.4% |
| Q3 2022 | $3,584,000 | -1.9% | 94,809 | +1.1% | 0.76% | -1.9% |
| Q2 2022 | $3,655,000 | -16.5% | 93,741 | +2.9% | 0.77% | -3.5% |
| Q1 2022 | $4,376,000 | +2.6% | 91,096 | +101.6% | 0.80% | +15.6% |
| Q4 2021 | $4,264,000 | -12.0% | 45,191 | -8.4% | 0.69% | -20.4% |
| Q3 2021 | $4,843,000 | 0.0% | 49,362 | 0.0% | 0.87% | -0.1% |
| Q2 2021 | $4,843,000 | +5.3% | 49,362 | +7.0% | 0.87% | -3.8% |
| Q1 2021 | $4,599,000 | +18.7% | 46,141 | +6.0% | 0.91% | +13.1% |
| Q4 2020 | $3,875,000 | +40.4% | 43,538 | +16.7% | 0.80% | +4.4% |
| Q3 2020 | $2,760,000 | -98.4% | 37,296 | -98.5% | 0.77% | -89.3% |
| Q1 2020 | $167,733,000 | +5675.9% | 2,478,063 | +6354.5% | 7.19% | +2249.0% |
| Q4 2019 | $2,904,000 | – | 38,393 | – | 0.31% | – |
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% |