SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q2 2021 | $2,535,000 | +4.2% | 24,334 | -0.3% | 1.96% | -8.6% |
| Q1 2021 | $2,432,000 | +9.8% | 24,398 | -1.9% | 2.14% | +11.8% |
| Q4 2020 | $2,214,000 | +110600.0% | 24,872 | +99388.0% | 1.92% | +95700.0% |
| Q3 2020 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $1,000 | -66.7% | 25 | -35.9% | 0.00% | -66.7% |
| Q4 2019 | $3,000 | -99.8% | 39 | -99.9% | 0.00% | -99.9% |
| Q3 2019 | $1,837,000 | -4.1% | 26,348 | -1.7% | 2.16% | -5.7% |
| Q2 2019 | $1,916,000 | +3976.6% | 26,805 | +3394.8% | 2.29% | +2442.2% |
| Q4 2018 | $47,000 | -98.0% | 767 | -97.5% | 0.09% | -96.2% |
| Q3 2018 | $2,370,000 | +16.2% | 31,121 | +12.2% | 2.38% | +11.4% |
| Q2 2018 | $2,040,000 | -3.8% | 27,730 | -9.6% | 2.14% | -12.0% |
| Q1 2018 | $2,121,000 | +1286.3% | 30,675 | +1296.9% | 2.43% | +1305.8% |
| Q4 2017 | $153,000 | +247.7% | 2,196 | +232.7% | 0.17% | +232.7% |
| Q3 2017 | $44,000 | -93.1% | 660 | +6500.0% | 0.05% | +5100.0% |
| Q2 2017 | $639,000 | -94.7% | 10 | -94.9% | 0.00% | -92.3% |
| Q4 2016 | $12,135,000 | – | 195 | – | 0.01% | – |
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% |