SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $934,472 | -8.8% | 22,561 | -3.6% | 0.39% | -4.9% |
| Q2 2023 | $1,024,710 | +4.9% | 23,395 | +0.5% | 0.41% | -1.0% |
| Q1 2023 | $976,535 | -1.0% | 23,290 | -4.4% | 0.42% | -7.4% |
| Q4 2022 | $986,830 | +14.3% | 24,360 | +6.7% | 0.45% | +8.7% |
| Q3 2022 | $863,000 | -3.0% | 22,832 | -0.0% | 0.41% | -3.5% |
| Q2 2022 | $890,000 | -4.3% | 22,837 | +16.3% | 0.43% | +8.4% |
| Q1 2022 | $930,000 | +7.9% | 19,643 | +133.3% | 0.39% | +9.7% |
| Q4 2021 | $862,000 | +5.1% | 8,419 | +2.8% | 0.36% | -4.5% |
| Q3 2021 | $820,000 | -1.4% | 8,192 | +2.5% | 0.38% | -3.6% |
| Q2 2021 | $832,000 | -14.0% | 7,989 | -17.7% | 0.39% | -23.8% |
| Q1 2021 | $967,000 | -11.3% | 9,703 | -20.8% | 0.51% | -17.7% |
| Q4 2020 | $1,090,000 | -3.6% | 12,247 | -26.0% | 0.62% | -11.9% |
| Q3 2020 | $1,131,000 | -14.7% | 16,561 | -18.4% | 0.71% | -21.3% |
| Q2 2020 | $1,326,000 | +3.8% | 20,290 | -18.2% | 0.90% | -13.1% |
| Q1 2020 | $1,278,000 | -24.0% | 24,797 | +11.6% | 1.03% | -11.8% |
| Q4 2019 | $1,681,000 | -0.8% | 22,219 | -8.6% | 1.17% | -7.6% |
| Q3 2019 | $1,695,000 | -6.4% | 24,307 | -4.0% | 1.27% | -9.0% |
| Q2 2019 | $1,810,000 | -6.1% | 25,323 | -8.1% | 1.39% | -9.4% |
| Q1 2019 | $1,927,000 | +1.4% | 27,552 | -12.0% | 1.54% | -6.4% |
| Q4 2018 | $1,900,000 | +206.0% | 31,309 | +284.2% | 1.64% | +213.2% |
| Q3 2018 | $621,000 | -1.3% | 8,149 | -4.6% | 0.52% | -10.3% |
| Q2 2018 | $629,000 | +10.9% | 8,546 | +4.2% | 0.58% | +3.2% |
| Q1 2018 | $567,000 | -8.4% | 8,199 | -7.7% | 0.57% | -10.7% |
| Q4 2017 | $619,000 | – | 8,879 | – | 0.63% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 201,177 | $20,601,000 | 13.24% |
| Strategic Financial Planning, Inc. | 163,200 | $16,712,000 | 12.01% |
| Financial Advisors, LLC | 364,323 | $37,307,000 | 11.37% |
| COLUMBIA ADVISORY PARTNERS LLC | 98,678 | $10,105,000 | 10.07% |
| FIDELIS iM, LLC | 165,544 | $16,952,000 | 9.68% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 225,880 | $23,130,000 | 9.50% |
| Mokosak Advisory Group, LLC | 205,964 | $21,092,000 | 8.09% |
| Ascension Capital Advisors, Inc. | 115,174 | $11,794,000 | 7.73% |
| Scarborough Advisors, LLC | 210,617 | $21,567,000 | 7.41% |
| Charles Schwab Investment Advisory, Inc. | 44,633,989 | $4,570,520,000 | 7.17% |