SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,043 | -8.5% | 5,801 | -0.4% | 0.02% | -11.1% |
| Q2 2023 | $261,349 | +7.1% | 5,823 | +0.1% | 0.02% | 0.0% |
| Q1 2023 | $244,032 | -3.9% | 5,820 | -7.2% | 0.02% | -10.0% |
| Q4 2022 | $254,027 | +4133.8% | 6,271 | +3998.7% | 0.02% | +1900.0% |
| Q3 2022 | $6,000 | 0.0% | 153 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 151 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | +133.3% | 150 | +417.2% | 0.00% | – |
| Q4 2021 | $3,000 | -88.5% | 29 | -88.9% | 0.00% | -100.0% |
| Q3 2021 | $26,000 | -35.0% | 261 | -32.2% | 0.00% | -25.0% |
| Q2 2021 | $40,000 | +5.3% | 385 | +0.3% | 0.00% | -33.3% |
| Q1 2021 | $38,000 | +40.7% | 384 | +28.4% | 0.01% | +20.0% |
| Q4 2020 | $27,000 | +35.0% | 299 | +2.4% | 0.01% | +25.0% |
| Q3 2020 | $20,000 | -4.8% | 292 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $21,000 | -62.5% | 292 | -70.9% | 0.01% | -66.7% |
| Q1 2020 | $56,000 | -28.2% | 1,005 | -1.5% | 0.02% | -16.7% |
| Q4 2019 | $78,000 | – | 1,020 | – | 0.02% | – |
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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% |