SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,762 | +9.0% | 308 | +15.4% | 0.01% | +25.0% |
| Q2 2023 | $11,710 | +14.6% | 267 | +9.4% | 0.00% | -20.0% |
| Q1 2023 | $10,216 | +14.1% | 244 | +10.4% | 0.01% | -16.7% |
| Q4 2022 | $8,951 | +11.9% | 221 | +8.9% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 203 | +2.0% | 0.01% | 0.0% |
| Q2 2022 | $8,000 | -55.6% | 199 | -50.0% | 0.01% | -53.8% |
| Q1 2022 | $18,000 | +80.0% | 398 | +302.0% | 0.01% | +62.5% |
| Q4 2021 | $10,000 | 0.0% | 99 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 99 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $10,000 | 0.0% | 99 | +1.0% | 0.01% | -12.5% |
| Q1 2021 | $10,000 | +11.1% | 98 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $9,000 | -81.2% | 98 | -84.5% | 0.01% | -71.9% |
| Q3 2018 | $48,000 | +2.1% | 634 | +0.2% | 0.03% | -5.9% |
| Q2 2018 | $47,000 | +6.8% | 633 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $44,000 | +29.4% | 633 | +0.2% | 0.03% | +36.0% |
| Q4 2017 | $34,000 | – | 632 | – | 0.02% | – |
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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% |