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 | $34,834 | -5.4% | 841 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $36,836 | -1.7% | 841 | -5.9% | 0.01% | -11.1% |
| Q1 2023 | $37,485 | +10.0% | 894 | +6.3% | 0.01% | 0.0% |
| Q4 2022 | $34,069 | +6.5% | 841 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $32,000 | +77.8% | 841 | +80.9% | 0.01% | +50.0% |
| Q2 2022 | $18,000 | +125.0% | 465 | +190.6% | 0.01% | +200.0% |
| Q1 2022 | $8,000 | 0.0% | 160 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | -11.1% | 80 | -7.0% | 0.00% | -33.3% |
| Q3 2021 | $9,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 86 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +33.3% | 86 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | -14.3% | 86 | -15.7% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +75.0% | 102 | +18.6% | 0.00% | +50.0% |
| Q1 2020 | $4,000 | -42.9% | 86 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $7,000 | +16.7% | 86 | +4.9% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 82 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 82 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $6,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | -14.3% | 82 | -20.4% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | – | 103 | – | 0.00% | – |
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% |