SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 637 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $713,000 | -78.0% | 15,056 | -64.2% | 0.05% | -77.0% |
| Q4 2021 | $3,244,000 | +311.7% | 42,072 | +434.4% | 0.20% | +284.9% |
| Q3 2021 | $788,000 | -25.8% | 7,873 | +2.0% | 0.05% | -25.4% |
| Q2 2021 | $1,062,000 | +28.1% | 7,720 | -7.3% | 0.07% | +20.3% |
| Q1 2021 | $829,000 | +5.2% | 8,324 | -15.0% | 0.06% | +9.3% |
| Q4 2020 | $788,000 | +41.7% | 9,794 | +20.5% | 0.05% | +14.9% |
| Q3 2020 | $556,000 | +5.7% | 8,128 | +0.9% | 0.05% | -6.0% |
| Q2 2020 | $526,000 | +42.2% | 8,056 | +12.3% | 0.05% | -5.7% |
| Q1 2020 | $370,000 | -50.4% | 7,175 | -27.3% | 0.05% | -32.9% |
| Q4 2019 | $746,000 | +15.1% | 9,865 | +6.1% | 0.08% | +6.8% |
| Q3 2019 | $648,000 | -67.6% | 9,297 | -66.8% | 0.07% | -68.1% |
| Q2 2019 | $2,000,000 | +11.3% | 27,979 | +8.9% | 0.23% | +3.6% |
| Q1 2019 | $1,797,000 | +45.3% | 25,701 | +26.0% | 0.22% | +32.5% |
| Q4 2018 | $1,237,000 | -35.1% | 20,394 | -18.5% | 0.17% | -20.7% |
| Q3 2018 | $1,907,000 | +20.8% | 25,037 | +17.3% | 0.21% | +11.5% |
| Q2 2018 | $1,579,000 | +23.4% | 21,341 | +15.3% | 0.19% | +15.1% |
| Q1 2018 | $1,280,000 | +163.4% | 18,509 | +165.8% | 0.17% | +151.5% |
| Q4 2017 | $486,000 | – | 6,963 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |