SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $6,336,000 | +26.8% | 96,980 | -0.0% | 3.03% | +10.1% |
| Q1 2020 | $4,998,000 | -72.5% | 97,027 | -59.6% | 2.75% | -20.7% |
| Q4 2019 | $18,150,000 | +126.0% | 239,964 | +108.3% | 3.47% | +5.3% |
| Q3 2019 | $8,031,000 | +3.8% | 115,175 | +6.4% | 3.29% | -4.9% |
| Q2 2019 | $7,739,000 | +7.3% | 108,269 | +5.0% | 3.46% | +4.6% |
| Q1 2019 | $7,213,000 | -39.0% | 103,147 | -47.0% | 3.31% | +4.0% |
| Q4 2018 | $11,818,000 | +23.8% | 194,780 | +55.4% | 3.18% | +34.3% |
| Q3 2018 | $9,548,000 | +4.8% | 125,354 | +1.2% | 2.37% | +2.8% |
| Q2 2018 | $9,114,000 | +119.8% | 123,894 | +106.6% | 2.31% | +6.9% |
| Q1 2018 | $4,146,000 | +10.1% | 59,978 | +7.3% | 2.16% | -5.4% |
| Q3 2017 | $3,764,000 | +5.2% | 55,872 | -0.3% | 2.28% | +9.0% |
| Q2 2017 | $3,579,000 | -99.9% | 56,014 | +1.2% | 2.10% | +13.2% |
| Q1 2017 | $3,435,783,000 | -2.3% | 55,335 | -3.3% | 1.85% | -7.9% |
| Q4 2016 | $3,518,370,000 | -45.9% | 57,227 | -49.4% | 2.01% | +4.4% |
| Q3 2016 | $6,507,134,000 | +6.6% | 113,068 | +0.1% | 1.92% | -8.5% |
| Q2 2016 | $6,102,738,000 | +2.5% | 112,950 | -1.2% | 2.10% | +7.5% |
| Q1 2016 | $5,951,500,000 | +0.1% | 114,362 | +0.2% | 1.96% | -4.3% |
| Q4 2015 | $5,946,680,000 | +106.7% | 114,172 | +101.6% | 2.04% | -2.9% |
| Q3 2015 | $2,876,575,000 | -13.0% | 56,636 | -1.5% | 2.10% | -3.9% |
| Q2 2015 | $3,305,681,000 | -50.6% | 57,510 | -50.5% | 2.19% | -0.2% |
| Q1 2015 | $6,692,718,000 | – | 116,232 | – | 2.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |