SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 440 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $401,918 | +86.0% | 9,704 | +96.7% | 0.03% | -3.7% |
Q2 2023 | $216,098 | +4.5% | 4,934 | 0.0% | 0.03% | +107.7% |
Q1 2023 | $206,872 | -0.0% | 4,934 | -3.4% | 0.01% | -53.6% |
Q4 2022 | $206,915 | -21.3% | 5,108 | -17.2% | 0.03% | -17.6% |
Q3 2022 | $263,000 | -6.7% | 6,172 | -1.9% | 0.03% | -2.9% |
Q2 2022 | $282,000 | +7.6% | 6,292 | -4.6% | 0.04% | 0.0% |
Q1 2022 | $262,000 | -25.8% | 6,598 | +91.4% | 0.04% | -10.3% |
Q4 2021 | $353,000 | -2.2% | 3,448 | 0.0% | 0.04% | -4.9% |
Q3 2021 | $361,000 | +2.6% | 3,448 | -2.0% | 0.04% | 0.0% |
Q2 2021 | $352,000 | -3.0% | 3,519 | -0.6% | 0.04% | -6.8% |
Q1 2021 | $363,000 | 0.0% | 3,540 | -1.0% | 0.04% | -8.3% |
Q4 2020 | $363,000 | +40.7% | 3,574 | -5.4% | 0.05% | +23.1% |
Q3 2020 | $258,000 | +3.6% | 3,779 | -1.0% | 0.04% | -7.1% |
Q2 2020 | $249,000 | -18.4% | 3,817 | -5.3% | 0.04% | -14.3% |
Q4 2019 | $305,000 | -2.6% | 4,031 | -10.1% | 0.05% | -10.9% |
Q3 2019 | $313,000 | +0.3% | 4,482 | +2.6% | 0.06% | -1.8% |
Q2 2019 | $312,000 | +1.3% | 4,368 | -0.7% | 0.06% | -1.8% |
Q1 2019 | $308,000 | +11.6% | 4,399 | -3.4% | 0.06% | 0.0% |
Q4 2018 | $276,000 | -20.0% | 4,553 | +0.6% | 0.06% | -16.2% |
Q3 2018 | $345,000 | +5.8% | 4,526 | +2.2% | 0.07% | -1.4% |
Q2 2018 | $326,000 | +7.9% | 4,428 | +1.3% | 0.07% | +6.2% |
Q1 2018 | $302,000 | +5.6% | 4,370 | +6.5% | 0.06% | +6.6% |
Q4 2017 | $286,000 | 0.0% | 4,102 | -3.5% | 0.06% | -4.7% |
Q3 2017 | $286,000 | +23.3% | 4,252 | +17.4% | 0.06% | +18.5% |
Q2 2017 | $232,000 | – | 3,623 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONEYWISE, INC. | 201,177 | $20,601,000 | 13.24% |
Strategic Financial Planning, Inc. | 163,200 | $16,712,000 | 12.01% |
Financial Advisors, LLC | 364,323 | $37,307,000 | 11.37% |
COLUMBIA ADVISORY PARTNERS LLC | 98,678 | $10,105,000 | 10.07% |
FIDELIS iM, LLC | 165,544 | $16,952,000 | 9.68% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 225,880 | $23,130,000 | 9.50% |
Mokosak Advisory Group, LLC | 205,964 | $21,092,000 | 8.09% |
Ascension Capital Advisors, Inc. | 115,174 | $11,794,000 | 7.73% |
Scarborough Advisors, LLC | 210,617 | $21,567,000 | 7.41% |
Charles Schwab Investment Advisory, Inc. | 44,633,989 | $4,570,520,000 | 7.17% |