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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,189 | -5.4% | 246 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,775 | -77.1% | 246 | -78.1% | 0.00% | -75.0% |
| Q1 2023 | $47,129 | +52.0% | 1,124 | +272.2% | 0.01% | +33.3% |
| Q4 2021 | $31,000 | +342.9% | 302 | +331.4% | 0.01% | +500.0% |
| Q3 2021 | $7,000 | +16.7% | 70 | +27.3% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | -79.2% | 55 | -88.4% | 0.00% | -88.9% |
| Q1 2020 | $24,000 | +118.2% | 473 | +224.0% | 0.01% | +125.0% |
| Q4 2019 | $11,000 | +10.0% | 146 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | -28.6% | 146 | -25.1% | 0.00% | -33.3% |
| Q2 2019 | $14,000 | +133.3% | 195 | +167.1% | 0.01% | +100.0% |
| Q3 2018 | $6,000 | +20.0% | 73 | 0.0% | 0.00% | +50.0% |
| Q2 2018 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | – | 73 | – | 0.00% | – |
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% |