SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 1.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,350,419 | +1.0% | 56,746 | +6.8% | 0.78% | +3.4% |
| Q2 2023 | $2,326,306 | +7.4% | 53,112 | +2.8% | 0.76% | -1.8% |
| Q1 2023 | $2,166,481 | +14.9% | 51,669 | +11.0% | 0.77% | +3.9% |
| Q4 2022 | $1,886,000 | +7.3% | 46,557 | +0.2% | 0.74% | +1.8% |
| Q3 2022 | $1,757,000 | -3.8% | 46,480 | -0.7% | 0.73% | -4.2% |
| Q2 2022 | $1,826,000 | -20.3% | 46,822 | -3.2% | 0.76% | 0.0% |
| Q1 2022 | $2,291,000 | -3.0% | 48,373 | +109.8% | 0.76% | +5.2% |
| Q4 2021 | $2,361,000 | +1.9% | 23,056 | -0.4% | 0.72% | -5.5% |
| Q3 2021 | $2,318,000 | -2.6% | 23,159 | +1.3% | 0.77% | -7.4% |
| Q2 2021 | $2,381,000 | +2.6% | 22,851 | -1.8% | 0.83% | -5.3% |
| Q1 2021 | $2,320,000 | +8.7% | 23,279 | -2.9% | 0.87% | +3.8% |
| Q4 2020 | $2,134,000 | +30.8% | 23,976 | +0.4% | 0.84% | +17.1% |
| Q3 2020 | $1,632,000 | +6.4% | 23,884 | +1.7% | 0.72% | -4.3% |
| Q2 2020 | $1,534,000 | +24.4% | 23,474 | -1.9% | 0.75% | -5.5% |
| Q1 2020 | $1,233,000 | -29.7% | 23,935 | +3.3% | 0.80% | -17.2% |
| Q4 2019 | $1,753,000 | +14.4% | 23,181 | +5.5% | 0.96% | +0.3% |
| Q3 2019 | $1,532,000 | +5.3% | 21,974 | +7.9% | 0.96% | +2.8% |
| Q2 2019 | $1,455,000 | +10.1% | 20,359 | +7.8% | 0.93% | +1.0% |
| Q1 2019 | $1,321,000 | +17.8% | 18,885 | +2.3% | 0.92% | +2.9% |
| Q4 2018 | $1,121,000 | -18.7% | 18,469 | +2.0% | 0.90% | -3.1% |
| Q3 2018 | $1,379,000 | +7.1% | 18,109 | +3.5% | 0.92% | -1.9% |
| Q2 2018 | $1,287,000 | +11.7% | 17,493 | +5.0% | 0.94% | +6.4% |
| Q1 2018 | $1,152,000 | +14.5% | 16,665 | +15.5% | 0.89% | +6.0% |
| Q4 2017 | $1,006,000 | – | 14,432 | – | 0.84% | – |
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% |