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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $214,000 | -9.3% | 2,109 | -20.5% | 0.01% | -30.0% |
| Q4 2020 | $236,000 | +29.0% | 2,653 | -1.1% | 0.01% | +11.1% |
| Q3 2020 | $183,000 | +8.3% | 2,683 | +3.6% | 0.01% | 0.0% |
| Q2 2020 | $169,000 | +1.2% | 2,590 | -20.2% | 0.01% | -25.0% |
| Q1 2020 | $167,000 | +62.1% | 3,245 | +137.9% | 0.01% | +50.0% |
| Q4 2019 | $103,000 | -43.1% | 1,364 | -47.4% | 0.01% | -46.7% |
| Q3 2019 | $181,000 | -94.5% | 2,595 | -94.5% | 0.02% | -95.9% |
| Q1 2019 | $3,282,000 | +15.5% | 46,928 | +0.2% | 0.37% | -9.0% |
| Q4 2018 | $2,841,000 | – | 46,825 | – | 0.40% | – |
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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% |