SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $339,098 | +49.2% | 8,187 | +57.8% | 0.03% | +52.4% |
Q2 2023 | $227,231 | +7.2% | 5,188 | +2.6% | 0.02% | -8.7% |
Q1 2023 | $212,044 | +292.7% | 5,057 | +346.7% | 0.02% | +53.3% |
Q1 2022 | $54,000 | -8.5% | 1,132 | +96.5% | 0.02% | -6.2% |
Q4 2021 | $59,000 | +3.5% | 576 | +0.5% | 0.02% | +6.7% |
Q3 2021 | $57,000 | -3.4% | 573 | +0.2% | 0.02% | -6.2% |
Q2 2021 | $59,000 | +5.4% | 572 | +0.4% | 0.02% | 0.0% |
Q1 2021 | $56,000 | +9.8% | 570 | +0.2% | 0.02% | +6.7% |
Q4 2020 | $51,000 | +218.8% | 569 | +141.1% | 0.02% | +200.0% |
Q3 2020 | $16,000 | +6.7% | 236 | +0.4% | 0.01% | -16.7% |
Q2 2020 | $15,000 | -31.8% | 235 | -44.7% | 0.01% | -25.0% |
Q1 2020 | $22,000 | -97.8% | 425 | -96.7% | 0.01% | -97.8% |
Q4 2019 | $987,000 | +743.6% | 13,051 | +675.5% | 0.36% | +588.5% |
Q3 2019 | $117,000 | -99.8% | 1,683 | +57.4% | 0.05% | +33.3% |
Q2 2019 | $76,443,000 | +112316.2% | 1,069 | +10.4% | 0.04% | +39.3% |
Q1 2019 | $68,000 | -18.1% | 968 | -29.1% | 0.03% | -6.7% |
Q4 2018 | $83,000 | -43.5% | 1,365 | -29.2% | 0.03% | -49.2% |
Q3 2018 | $147,000 | -2.6% | 1,929 | -6.6% | 0.06% | -7.8% |
Q2 2018 | $151,000 | +7.1% | 2,065 | +0.9% | 0.06% | +8.5% |
Q1 2018 | $141,000 | -3.4% | 2,046 | +0.3% | 0.06% | -9.2% |
Q4 2017 | $146,000 | +9.0% | 2,040 | +2.5% | 0.06% | +32.7% |
Q3 2017 | $134,000 | +2.3% | 1,991 | -2.5% | 0.05% | -33.8% |
Q2 2017 | $131,000 | +336.7% | 2,042 | +322.8% | 0.07% | +311.1% |
Q1 2017 | $30,000 | – | 483 | – | 0.02% | – |
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% |