SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $29,000 | -3.3% | 286 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $30,000 | +3.4% | 286 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $29,000 | +16.0% | 286 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $25,000 | +25.0% | 286 | -0.7% | 0.01% | 0.0% |
| Q3 2020 | $20,000 | +5.3% | 288 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | +26.7% | 288 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $15,000 | -31.8% | 288 | 0.0% | 0.01% | -27.3% |
| Q4 2019 | $22,000 | -98.9% | 288 | -99.0% | 0.01% | -98.9% |
| Q3 2019 | $1,930,000 | -9.9% | 27,671 | -7.6% | 1.02% | -16.2% |
| Q2 2019 | $2,141,000 | -0.4% | 29,946 | -2.5% | 1.22% | -4.0% |
| Q1 2019 | $2,149,000 | +1.5% | 30,725 | -12.0% | 1.27% | -16.6% |
| Q4 2018 | $2,117,000 | -24.8% | 34,896 | -5.6% | 1.52% | -14.5% |
| Q3 2018 | $2,816,000 | +1.7% | 36,974 | -1.7% | 1.78% | -15.5% |
| Q2 2018 | $2,769,000 | +13745.0% | 37,632 | +13058.0% | 2.10% | +13031.2% |
| Q1 2018 | $20,000 | – | 286 | – | 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% |