SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $21,000 | -96.5% | 205 | -98.3% | 0.00% | -99.5% |
| Q1 2020 | $603,000 | -58.4% | 11,720 | -38.9% | 0.58% | -53.3% |
| Q4 2019 | $1,450,000 | +11.5% | 19,182 | +2.9% | 1.24% | +2.6% |
| Q3 2019 | $1,300,000 | +4.8% | 18,647 | +7.3% | 1.20% | -3.8% |
| Q2 2019 | $1,241,000 | -5.4% | 17,372 | -7.4% | 1.25% | -20.8% |
| Q1 2019 | $1,312,000 | +30.8% | 18,765 | +13.5% | 1.58% | -3.7% |
| Q4 2018 | $1,003,000 | – | 16,526 | – | 1.64% | – |
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% |