SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,233,178 | -7.6% | 25,989 | -4.1% | 0.27% | -11.0% |
Q1 2024 | $1,334,158 | -17.2% | 27,095 | -20.6% | 0.31% | -26.5% |
Q4 2023 | $1,611,545 | +14.1% | 34,114 | 0.0% | 0.42% | +28.1% |
Q3 2023 | $1,413,002 | -10.1% | 34,114 | -5.0% | 0.33% | -8.9% |
Q2 2023 | $1,572,376 | -9.8% | 35,899 | -13.7% | 0.36% | +0.3% |
Q1 2023 | $1,744,162 | -4.9% | 41,597 | -8.1% | 0.36% | -10.9% |
Q4 2022 | $1,834,050 | +23.2% | 45,274 | +14.9% | 0.40% | -7.8% |
Q3 2022 | $1,489,000 | -5.9% | 39,399 | -2.9% | 0.44% | -1.4% |
Q2 2022 | $1,582,000 | -18.0% | 40,579 | -0.4% | 0.44% | -10.2% |
Q1 2022 | $1,929,000 | -8.6% | 40,734 | +97.6% | 0.49% | -2.4% |
Q4 2021 | $2,110,000 | -0.7% | 20,610 | -2.9% | 0.50% | -8.2% |
Q3 2021 | $2,124,000 | -4.8% | 21,220 | -1.0% | 0.55% | -5.0% |
Q2 2021 | $2,232,000 | +3.0% | 21,424 | -1.5% | 0.58% | +9.1% |
Q1 2021 | $2,167,000 | +12.0% | 21,744 | 0.0% | 0.53% | -1.7% |
Q4 2020 | $1,935,000 | +30.6% | 21,744 | +0.2% | 0.54% | +8.5% |
Q3 2020 | $1,482,000 | +4.1% | 21,691 | -0.5% | 0.50% | +2.3% |
Q2 2020 | $1,424,000 | +3.3% | 21,792 | -18.5% | 0.49% | -3.8% |
Q1 2020 | $1,378,000 | -48.0% | 26,744 | -23.7% | 0.50% | -36.2% |
Q4 2019 | $2,652,000 | +37.3% | 35,057 | +26.6% | 0.79% | +31.8% |
Q3 2019 | $1,931,000 | +7.4% | 27,699 | +10.1% | 0.60% | -4.3% |
Q2 2019 | $1,798,000 | +12.4% | 25,156 | +10.0% | 0.63% | +4.0% |
Q1 2019 | $1,599,000 | +23.8% | 22,872 | +7.4% | 0.60% | +8.1% |
Q4 2018 | $1,292,000 | +180.3% | 21,299 | +251.6% | 0.56% | +91.1% |
Q3 2018 | $461,000 | +10.0% | 6,057 | +6.3% | 0.29% | +5.0% |
Q2 2018 | $419,000 | -35.3% | 5,700 | -39.1% | 0.28% | +51.9% |
Q1 2018 | $648,000 | – | 9,364 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |