SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,763 | -5.4% | 284 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $12,439 | +1.6% | 284 | -2.7% | 0.01% | 0.0% |
| Q1 2023 | $12,244 | +3.5% | 292 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $11,829 | +7.5% | 292 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $11,000 | -15.4% | 292 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $13,000 | 0.0% | 292 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $13,000 | -13.3% | 292 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 146 | +2.8% | 0.01% | 0.0% |
| Q3 2021 | $14,000 | +7.7% | 142 | 0.0% | 0.01% | -46.2% |
| Q4 2020 | $13,000 | -99.9% | 142 | 0.0% | 0.01% | +85.7% |
| Q2 2020 | $9,278,000 | +26.8% | 142 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $7,316,000 | -78.0% | 142 | -68.6% | 0.01% | -75.0% |
| Q4 2019 | $33,254,000 | +235.8% | 452 | +218.3% | 0.03% | +300.0% |
| Q3 2019 | $9,902,000 | -2.4% | 142 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $10,150,000 | +2.2% | 142 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $9,930,000 | -63.8% | 142 | -68.6% | 0.01% | -65.2% |
| Q4 2018 | $27,427,000 | -20.3% | 452 | 0.0% | 0.02% | -4.2% |
| Q3 2018 | $34,429,000 | -8.6% | 452 | -11.7% | 0.02% | -14.3% |
| Q2 2018 | $37,668,000 | -6.4% | 512 | -12.0% | 0.03% | -3.4% |
| Q1 2018 | $40,234,000 | -17.2% | 582 | -17.1% | 0.03% | -21.6% |
| Q4 2017 | $48,597,000 | -91.1% | 702 | -12.5% | 0.04% | -91.5% |
| Q3 2017 | $544,031,000 | +961.4% | 802 | 0.0% | 0.44% | +1047.4% |
| Q2 2017 | $51,256,000 | – | 802 | – | 0.04% | – |
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% |