SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504,496 | -5.4% | 12,180 | 0.0% | 0.36% | +1.1% |
| Q2 2023 | $533,484 | +23.2% | 12,180 | +17.9% | 0.36% | +17.9% |
| Q1 2023 | $433,137 | +3.5% | 10,330 | 0.0% | 0.30% | +1.7% |
| Q4 2022 | $418,468 | +7.3% | 10,330 | 0.0% | 0.30% | -4.5% |
| Q3 2022 | $390,000 | -3.2% | 10,330 | 0.0% | 0.31% | +4.7% |
| Q2 2022 | $403,000 | -17.6% | 10,330 | 0.0% | 0.30% | +3.8% |
| Q1 2022 | $489,000 | -7.6% | 10,330 | +100.0% | 0.29% | +3.6% |
| Q4 2021 | $529,000 | +2.3% | 5,165 | 0.0% | 0.28% | -7.4% |
| Q3 2021 | $517,000 | -5.8% | 5,165 | -1.9% | 0.30% | -4.2% |
| Q2 2021 | $549,000 | +4.6% | 5,265 | 0.0% | 0.31% | -8.5% |
| Q1 2021 | $525,000 | +11.9% | 5,265 | 0.0% | 0.34% | 0.0% |
| Q4 2020 | $469,000 | +30.3% | 5,265 | 0.0% | 0.34% | +3.3% |
| Q3 2020 | $360,000 | +4.7% | 5,265 | 0.0% | 0.33% | -13.2% |
| Q2 2020 | $344,000 | +17.0% | 5,265 | -7.7% | 0.38% | +2.4% |
| Q1 2020 | $294,000 | -39.3% | 5,705 | -10.9% | 0.37% | -8.0% |
| Q4 2019 | $484,000 | +8.3% | 6,405 | 0.0% | 0.40% | -5.9% |
| Q3 2019 | $447,000 | -2.4% | 6,405 | 0.0% | 0.43% | -3.4% |
| Q2 2019 | $458,000 | +2.7% | 6,405 | +0.4% | 0.44% | -3.9% |
| Q1 2019 | $446,000 | +16.1% | 6,380 | +0.7% | 0.46% | -3.2% |
| Q4 2018 | $384,000 | – | 6,335 | – | 0.48% | – |
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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% |