SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 440 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,813,623 | -5.1% | 43,786 | +0.4% | 0.09% | -8.0% |
| Q2 2023 | $1,910,687 | +4.7% | 43,623 | +0.2% | 0.10% | -3.8% |
| Q1 2023 | $1,824,952 | +1.5% | 43,524 | -1.9% | 0.10% | -8.0% |
| Q4 2022 | $1,797,311 | +3.6% | 44,367 | -3.4% | 0.11% | -14.4% |
| Q3 2022 | $1,735,000 | +599.6% | 45,909 | +1259.5% | 0.13% | +109.5% |
| Q2 2018 | $248,000 | +249.3% | 3,377 | +221.9% | 0.06% | +231.6% |
| Q1 2018 | $71,000 | -4.1% | 1,049 | 0.0% | 0.02% | -5.0% |
| Q4 2017 | $74,000 | +4.2% | 1,049 | 0.0% | 0.02% | -33.3% |
| Q3 2017 | $71,000 | +6.0% | 1,049 | +383.4% | 0.03% | -6.2% |
| Q2 2017 | $67,000 | +219.0% | 217 | -42.4% | 0.03% | +128.6% |
| Q1 2017 | $21,000 | – | 377 | +9325.0% | 0.01% | – |
| Q4 2016 | $0 | – | 4 | – | 0.00% | – |
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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% |