SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479,641 | +0.5% | 11,580 | +6.3% | 0.03% | +6.9% |
| Q2 2023 | $477,109 | +18.3% | 10,893 | +13.2% | 0.03% | +11.5% |
| Q1 2023 | $403,414 | +12.2% | 9,621 | +8.4% | 0.03% | -3.7% |
| Q4 2022 | $359,486 | -83.4% | 8,874 | -68.8% | 0.03% | -88.5% |
| Q3 2018 | $2,166,000 | +22.4% | 28,439 | +18.3% | 0.23% | +81.4% |
| Q2 2018 | $1,769,000 | +69.3% | 24,041 | +59.0% | 0.13% | +59.3% |
| Q1 2018 | $1,045,000 | +165.2% | 15,118 | +167.8% | 0.08% | +161.3% |
| Q4 2017 | $394,000 | +26.7% | 5,646 | +22.3% | 0.03% | +10.7% |
| Q3 2017 | $311,000 | – | 4,616 | – | 0.03% | – |
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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% |