SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,637,889 | -16.3% | 39,543 | -11.5% | 1.27% | -15.2% |
| Q2 2023 | $1,957,938 | +0.2% | 44,702 | -4.0% | 1.50% | -3.9% |
| Q1 2023 | $1,953,179 | +99197.4% | 46,582 | -4.1% | 1.56% | +12.0% |
| Q4 2022 | $1,967 | -99.9% | 48,556 | -0.1% | 1.40% | -8.2% |
| Q3 2022 | $1,836,000 | -4.8% | 48,581 | -1.7% | 1.52% | +20.2% |
| Q2 2022 | $1,928,000 | -22.8% | 49,438 | -6.3% | 1.26% | -22.3% |
| Q1 2022 | $2,498,000 | -18.4% | 52,741 | +76.5% | 1.63% | -13.5% |
| Q4 2021 | $3,060,000 | +0.6% | 29,882 | -1.7% | 1.88% | +2.7% |
| Q3 2021 | $3,042,000 | -14.3% | 30,387 | -10.8% | 1.83% | -21.3% |
| Q2 2021 | $3,548,000 | +0.7% | 34,057 | -3.6% | 2.33% | -6.5% |
| Q1 2021 | $3,523,000 | +8.2% | 35,344 | -3.4% | 2.49% | -0.2% |
| Q4 2020 | $3,257,000 | +21.7% | 36,598 | -6.6% | 2.50% | +13.2% |
| Q3 2020 | $2,677,000 | -11.6% | 39,179 | -15.5% | 2.20% | -10.3% |
| Q2 2020 | $3,028,000 | +18.1% | 46,346 | -6.9% | 2.46% | +10.1% |
| Q1 2020 | $2,565,000 | -37.2% | 49,785 | -7.7% | 2.23% | -0.6% |
| Q4 2019 | $4,082,000 | +2.7% | 53,962 | -5.3% | 2.25% | -7.5% |
| Q3 2019 | $3,975,000 | -5.3% | 57,001 | -2.9% | 2.43% | -7.0% |
| Q2 2019 | $4,198,000 | -15.1% | 58,729 | -16.9% | 2.61% | -17.2% |
| Q1 2019 | $4,945,000 | -9.7% | 70,713 | -21.7% | 3.15% | -16.8% |
| Q4 2018 | $5,479,000 | -38.6% | 90,298 | -22.9% | 3.78% | -38.4% |
| Q3 2018 | $8,921,000 | -15.3% | 117,114 | -18.2% | 6.14% | -21.1% |
| Q2 2018 | $10,530,000 | +15.5% | 143,130 | +8.5% | 7.79% | -3.1% |
| Q1 2018 | $9,116,000 | +7.5% | 131,870 | +8.4% | 8.03% | +2.3% |
| Q4 2017 | $8,480,000 | – | 121,597 | – | 7.85% | – |
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% |