SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $870,232 | -6.1% | 21,010 | -0.7% | 0.31% | -1.9% |
| Q2 2023 | $926,788 | +5.4% | 21,160 | +0.9% | 0.32% | -2.7% |
| Q1 2023 | $879,403 | +5.4% | 20,973 | +1.9% | 0.33% | -5.7% |
| Q4 2022 | $833,961 | +9.6% | 20,587 | +2.1% | 0.35% | -2.5% |
| Q3 2022 | $761,000 | -16.8% | 20,156 | -14.1% | 0.36% | -17.3% |
| Q2 2022 | $915,000 | -44.9% | 23,475 | -33.1% | 0.43% | -46.0% |
| Q1 2022 | $1,661,000 | +58.5% | 35,069 | +242.7% | 0.80% | +101.5% |
| Q4 2021 | $1,048,000 | -15.2% | 10,232 | -13.8% | 0.40% | -29.7% |
| Q2 2021 | $1,236,000 | +3.4% | 11,872 | -1.0% | 0.57% | -9.3% |
| Q1 2021 | $1,195,000 | +12.7% | 11,994 | +0.7% | 0.62% | -0.5% |
| Q4 2020 | $1,060,000 | +970.7% | 11,914 | +814.4% | 0.63% | +747.3% |
| Q3 2018 | $99,000 | +6.5% | 1,303 | +2.4% | 0.07% | -10.8% |
| Q2 2018 | $93,000 | +12.0% | 1,273 | +6.4% | 0.08% | +10.7% |
| Q4 2017 | $83,000 | – | 1,196 | – | 0.08% | – |
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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% |